Published works by Lisa Loesel

Published works

• ESOP “Adequate Consideration” Inadequate No More? 

  Beneficially Yours · October 19, 2026

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• Been Wanting to Learn More About Trump Accounts?

  Beneficially Yours · August 31, 2026

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• No ERISA Strings Attached: The DOL Weighs in on Employer and Employee Contributions to Trump Accounts

  Beneficially Yours · July 21, 2026

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• You’ve Got (Snail) Mail: The DOL Takes a Turn Toward Paper Disclosures in its Proposed Regulations 

  Beneficially Yours · May 7, 2026

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• Targeted Changes Ahead: Proposed Regulations for Trump Account Enrollment and Pilot Contribution Eligibility

  Beneficially Yours · April 20, 2026

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• Almost 20 Years of Section 409A: Is Your Documentation Still in Sync?

  Beneficially Yours · February 10, 2026

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• Trump Accounts: The New Kid on the IRA Block

  Beneficially Yours · January 7, 2026

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• Upcoming Webinar: Ready or Not: Preparing for the Final Roth and Super Catch-Up Rules

  Beneficially Yours · October 14, 2025

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• Final Catch-Up Rules: What Now? (Spoiler Alert: There is No Extension)

  Beneficially Yours · September 15, 2025

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• Gone But Not Forgotten: How to Handle Final Pay and Benefits When an Employee Passes Away, Part 2

  Beneficially Yours · August 21, 2025

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• Gone But Not Forgotten: How to Handle Final Pay and Benefits When an Employee Passes Away

  Beneficially Yours · August 18, 2025

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