Topic
401(k)
519 published works
The CPA Desk
How to Protect 401(k) Plans with Cyber Security
By PKF Texas
https://youtu.be/L-b5GWAmrbM Jen: This is the PKF Texas Entrepreneur's Playbook. I'm Jen Lemanski, and I'm here with Michael Veuleman, Audit Practice Leader and one of the faces of PKF Texas’ Employee…
Ogletree Deakins Insights
The Beginning of the End for 401(k) Class Actions? Ninth Circuit Enforces Individual Arbitration
By LexBlog
In Dorman v. Charles Schwab Corp., No. 18-15281 (August 20, 2019), the Ninth Circuit Court of Appeals recently held that a 401(k) plan participant was required to individually arbitrate his…
Employee Benefits Blog
Hot Off the Presses: Latest 401(k) Trends & Developments
By Jeffrey Holdvogt, Diane Morgenthaler
Diane M. Morgenthaler and Jeffrey M. Holdvogt recently presented the webinar “Student Loan Benefits and Other 401(k) Developments” at the Worldwide Employee Benefits Network Chicagoland program. In the presentation, they…
Wills, Trusts & Estates Prof Blog
Which Retirement Account Comes First, the 401(k) or the IRA?
The average client who is not familiar with the detailed rules concerning the funding of 401(k)s and IRAs may believe that they are interchangeable. The Internal Revenue Service imposes restrictions…
All Things ERISA
Cannabis 401(k) Plan: How the Tax Code Provides the Authority
FisherBroyles, LLP respects your privacy and is committed to protecting it through compliance with this Privacy Policy. This Privacy Policy describes the types of information we may collect from you…
All Things ERISA
Beyond Compliance: Auditing 401(k) Plans
FisherBroyles, LLP respects your privacy and is committed to protecting it through compliance with this Privacy Policy. This Privacy Policy describes the types of information we may collect from you…
All Things ERISA
Stealing from Colleagues? Fraud and Embezzlement in 401(k) Plans
FisherBroyles, LLP respects your privacy and is committed to protecting it through compliance with this Privacy Policy. This Privacy Policy describes the types of information we may collect from you…
Employee Benefits Blog
Fridays With Benefits Webinar | Quick & Easy Recipes for Fixing 401(k) Plans
By Sarah L. Engle, Brian Tiemann, Judith Wethall, Allison Wilkerson
Join us Friday, May 17, as Allison Wilkerson, Brian Tiemann and Sarah Engle join host Judith Wethall to talk through the value of conducting a proactive self-audit of 401(k) plans.…
Legacy Advisors
IRS Expands Retirement Plan Self-Correction Program
By Richard A. Sirus, Jeffrey D. Mamorsky
Our January 2019 GT Benefits and Compensation Alert addressed the unprecedented level of potential liability for compliance failures in 401(k) and other retirement plans and the importance of performing a…
All Things ERISA
Cannabis and 401(k) Plan Participation
Jewell Lim Esposito, Esq.