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Employee Benefits Law Group

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Retirement Plans

July 11, 2019

2018 Disability Claims Regulations Apply To More Than Just Disability Plans

Do They Apply to Your Plans? In April 2018, new disability benefit claims regulations from the Department of Labor (DOL) went into effect. The regulations apply to more than just ERISA plans that provide disability benefits in a traditional sense (e.g., a long-term disability plan). They ...
[Read more] about 2018 Disability Claims Regulations Apply To More Than Just Disability Plans

Retirement Plans Blog

ESOP

June 19, 2019

ESOP Succession Planning: A Powerful Tool For Your Business

An ESOP can be a powerful succession planning tool for your business.  But relatively few advisors in the marketplace know enough about ESOPs to give you the information you need.  We'll give you a head start. Here are five ways an ESOP can fit, or even drive, your succession ...
[Read more] about ESOP Succession Planning: A Powerful Tool For Your Business

ESOP Blog,  ESOP,  ESOP Attorney,  ESOP Lawyer

Retirement Plans

April 23, 2019

Switching Record-Keepers? Avoid Common Pitfalls

Plan sponsors seriously disadvantage themselves and their plan participants by announcing the migration of their plan from one record-keeper to a new record-keeper before all the conditions for a smooth transition have been fulfilled. There are record-keepers that know this and take full ...
[Read more] about Switching Record-Keepers? Avoid Common Pitfalls

Retirement Plans Blog

Government Employee Benefits

April 23, 2019

Public Employer Plans: Giving Employees Benefit Choices Can Lead To Problems

When our public agency clients negotiate with their collectively bargained employees, both sides strive to make the most of limited compensation and benefits dollars. Sometimes the parties believe they can create greater value by letting the employees choose between two employer-provided benefits. ...
[Read more] about Public Employer Plans: Giving Employees Benefit Choices Can Lead To Problems

Government Blog

Mergers & Acquisitions Podcast

April 15, 2019

M&A Due Diligence: Retirement Plan Eligibility Mistakes That Can Surface in Transactions

As part of M&A due diligence we review for plan eligibility errors, one of the IRS's noted top 10 most common retirement plan errors submitted to its Voluntary Correction Program. According to the IRS, this mistake most often surfaces as a result of a merger or acquisition. In this episode of ...
[Read more] about M&A Due Diligence: Retirement Plan Eligibility Mistakes That Can Surface in Transactions

Mergers & Acquisitions Blog

Government Employee Benefits

March 25, 2019

It Pays to Give Your Retirement Plan A Comprehensive Review

Employee Benefits Law Group often works on retirement plans that have been in place for years and we know that simply making sure a plan is up to date is not enough. We look at a plan’s “foundational basis.” If the underlying plan design, tax assumptions and fiduciary structure—the plan's ...
[Read more] about It Pays to Give Your Retirement Plan A Comprehensive Review

Government Blog

Mergers & Acquisitions Podcast

January 30, 2019

M&A Benefits Due Diligence: Failure To File A Form 5500 Is An Expensive Problem To Acquire

In a merger or acquisition, late or never-filed Form 5500s can be an expensive benefits problem to acquire and a sign there may be other issues with the company's benefits plan. It's a potential problem we efficiently solve with M&A benefits due diligence. In this podcast, Wendy Gilligan ...
[Read more] about M&A Benefits Due Diligence: Failure To File A Form 5500 Is An Expensive Problem To Acquire

Mergers & Acquisitions Blog

Mergers & Acquisitions Podcast

December 5, 2018

The Affordable Care Act During M&A Due Diligence

The Affordable Care Act is still a concern during an M&A transaction. In this podcast, Jim Paul explains why. Transcript The Affordable Care Act is still out there. Penalties for individuals were repealed, but employer penalties are still in effect. The IRS has started sending out ...
[Read more] about The Affordable Care Act During M&A Due Diligence

Mergers & Acquisitions Blog

Government Employee Benefits

October 31, 2018

Participant-Directed Retirement Plans: How California Public Employers Sponsoring Them Can Reduce Their Fiduciary Risk

This article looks at how California public employers sponsoring participant-directed retirement plans such 457(b) plans can reduce their potential for fiduciary liability by complying Federal Department Of Labor Code section 404(c) rules of the Employee Retirement Income Security Act (ERISA). ...
[Read more] about Participant-Directed Retirement Plans: How California Public Employers Sponsoring Them Can Reduce Their Fiduciary Risk

Government Blog

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