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45 results found

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  • Article

    RIAs And BDs: Where Are The Red Flags?

    Identity theft is a recurring issue for financial firms, such as Investment Advisers and Broker Dealers, and their clients. Every year, individuals and firms experience monetary losses...
    United StatesCorporate/Commercial Law
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    Why Don't More 401(k) Plans Have Lifetime Income Options?

    401(k) plan participants worry that they will outlive their retirement income. Studies show that a large percentage of 401(k) participants (a recent survey by Nuveen...
    United StatesFinance and Banking
    Cohen & Buckmann
    Cohen & Buckmann
Article

SECURE 2.0 Creates Life Preservers For Plan Participants In Crisis

Among the many changes enacted in SECURE 2.0 are provisions that will enable more 401(k) plan participants to qualify for distributions or higher loans when they suffer personal emergencies.
United StatesEmployment and HR
Cohen & Buckmann
Cohen & Buckmann
  • Article

    Profits Interests 101: Part I: A Crash Course In Profits Interests

    As executive compensation attorneys, we hear this question from our clients frequently.
    United StatesTax
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    Follow The ERISA Roadmap-Good Governance Leads To Good Decisions

    ERISA fiduciaries are held to the highest standards under the law and must run their plans solely in the interest of participants and beneficiaries.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    A Benefits Wish List For 2026

    This year has been especially challenging for plan sponsors and those who advise them with sudden changes in policy coming overnight and complicated new plan rules taking effect.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    Profits Interests 101: Part II: Seven Key Questions Executives Should Ask About Profits Interests

    Seven Key Questions Executives Should Ask About Profits Interests...
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    Navigating The COBRA Deadline Extension

    Earlier this year, the COBRA notice, election and premium payment deadlines were extended from March 1 until 60 days after the end of the ongoing COVID-19 national emergency.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    SECURE 2.0 Creates New Opportunities For IRAs, SEPs And SIMPLE IRAs

    How are individual retirement accounts affected by SECURE 2.0? Many of the general changes, such as the Saver's Credit and the gradual increase in the age at which required minimum...
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    What To Keep On Your Radar And Some Predictions For 2023

    The end of one year and the beginning of the next is traditionally a time to take stock of new developments and compliance issues. Though nobody has a crystal ball, it's also a good time...
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    How To Slice The Pie With Equity Incentives: A Guide For Business Owners And Executives

    Company equity is a powerful tool for compensating employees, attracting investors, and aligning the interests of key stakeholders with the long-term goals of the business.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    QSBS Exemption Explained: The Unicorn Of Tax Breaks For Startup Founders

    For many founders, selling a business is the payoff for years (often decades) of work, but a large tax bill can quickly shrink what should be a transformative financial moment.
    United StatesIntellectual Property
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    Special Rules For Special Plans-How SECURE 2.0 Impacts 403(b) Plans, MEPs And ESOPs

    The reach of SECURE 2.0 is extensive. Its general provisions affect all types of retirement plans, but SECURE 2.0 also has some provisions targeted at plans subject to their own set of statutory and regulatory requirements.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    Six Myths About Service Providers-How Believing These Can Increase ERISA Fiduciary Liability

    Everyone following developments in the employee benefits field knows that fiduciary breach litigation has skyrocketed in recent years.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    Should Congress Micromanage 401(k) Investments?

    In the last two weeks, two separate bills have been introduced in Congress attempting to micromanage private employer retirement plan investments.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    Back To The Basics-How Will Your Plan Fare In An Audit Or Lawsuit?

    This is the time of year when we see lots of articles on hot plan trends for 2021 and what benefits innovations plan sponsors are adopting.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    The Pendulum Swings Back: Final ESG Regulations Give Fiduciaries More Flexibility

    Consideration of ESG investments can be a minefield for ERISA plan fiduciaries. There has long been a tension between the desire of some plan participants-especially younger...
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    Alternative Investments And 401(k) Plans: How Fiduciaries Can Navigate ERISA's Waters

    Many investment professionals recommend that their private wealth clients allocate a portion of their portfolio to alternative investments.
    United StatesFinance and Banking
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    SECURE Act 2.0 Would Solve Longstanding Pension Problems

    The SECURE Act put in place important steps to close the retirement savings gap. These included many provisions encouraging plan adoption and retirement income accumulation.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Article

    NYC Pension Funds Suit Illustrates The Importance Of ERISA

    A recent action against three New York City pension funds illustrates the important interplay of ERISA with state fiduciary laws that I discussed in last month's Law 360 article.
    United StatesEmployment and HR
    Cohen & Buckmann
    Cohen & Buckmann
  • Showing 21–40 of 45 results

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