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EBSA Enforcement for 2019

Posted by Corey F. Schechter | Feb 04, 2019 | 0 Comments

The Employee Benefits Security Administration (EBSA) enforces ERISA laws and regulations, including conducting civil and criminal investigations. EBSA enforcement of ERISA laws often results in recovering money from enforcement actions, voluntary fiduciary correction programs, abandoned plan ...

Can ESOPs Benefit Disadvantaged Communities?

Posted by Marc S. Schechter | Jan 28, 2019 | 0 Comments

Employee-ownership can benefit company owners and employees. A recent initiative is also exploring employee share ownership as an investment strategy in low-income communities. This includes discussing how employee-ownership could contribute to increased investment in designated Opportunity Z...

End of Year IRS Checklist for Plan Providers

Posted by Corey F. Schechter | Dec 10, 2018 | 0 Comments

Most retirement plans provided by employers have a tax-favored status to provide tax savings to both employers and beneficiaries. However, when a retirement plan does not continue to meet the necessary requirements, the plan can lose tax-favored status and end up costing plan providers. Employer...

Tax Act Changes to 529 Education Savings Plans

Posted by Paul D. Woodard | Oct 22, 2018 | 0 Comments

The costs of going to college have continued to rise over the past decade. One way to help alleviate the high costs of education is to take advantage of tax-advantaged savings plans. One such plan is called a Section 529 education savings plan. An education savings plan allows individuals to op...

October is ESOP Month!

Posted by Marc S. Schechter | Oct 05, 2018 | 0 Comments

October is employee ownership month. As of 2018, the United States had 5,505 Employee Stock Ownership Plan ("ESOPs") with 1.7 million participants.[1] There are 1,164 401(k) ESOPs ("KSOPs") with over 12 million participants.[2] California alone has 804 ESOPs totaling over 1 million participants....

2019 National Defense Authorization Act Update

Posted by Marc S. Schechter | Sep 14, 2018 | 0 Comments

Contributing Author: Gwenllian Kern-Allely, Law Clerk On August 13, 2018, the 2019 National Defense Authorization Act (N.D.A.A.) was signed by the President of the United States. It is the fastest N.D.A.A. passed by Congress in twenty years, with large bipartisan support. The House of Representa...

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