Publications
January 7, 2021 – Articles New ‘Investment-Plus’ Test Poses Risks to Private Equity Investors Pensions & Investments By Michael G. McNally
December 17, 2020 – Articles Unionized Hotels Should Consider Withdrawal Liability When Deciding to Cease Operations Hotel Business By Michael G. McNally
August 20, 2020 – Articles Withdrawal Liability Assessments by Multiemployer Defined Benefit Pension Plans Practical Guidance By Michael G. McNally
June 30, 2020 – Articles Supreme Court Decision in Thole v. U.S. Bank: A Potential Concern for Public Pension Plans? BenefitsPro By Caleb Durling
June 18, 2020 – Alerts Withdrawal Liability Discount Rate Litigation Continues, With the Segal Blend Method Rejected By Michael G. McNally
June 10, 2020 – Articles What Construction Companies Need to Know About COVID-19 Related Layoffs and Multiemployer Pension Plan Withdrawal Liability Construction Equipment Guide By Michael G. McNally
June 3, 2020 – Alerts Public Retirement Systems and the Pandemic: Part III – the Litigation Risk of Employer Disaffiliation or Withdrawal By Caleb Durling
June 1, 2020 – Alerts Public Retirement Systems and the Pandemic: Part II – the Litigation Risk of Benefit Modifications By Caleb Durling
May 13, 2020 – Alerts IRS Provides New Flexibility for Cafeteria Plans, Flexible Spending Accounts By Susan Foreman Jordan and Michael G. McNally
May 6, 2020 – Alerts New Relief for Employee Benefit Plans and Participants By Susan Foreman Jordan
April 21, 2020 – Alerts Asset Purchaser Defeats Successor Liability Claim for Unpaid Withdrawal Liability By Michael G. McNally
April 17, 2020 – Articles Foreign Employee Benefits Claims: Does ERISA Apply? ERISA Report By Kenton J. Coppage
April 3, 2020 – Articles Navigating Department of Labor Benefit Plan Investigations Practical Guidance By Kathleen R. Barrow
April 2, 2020 – Articles Guiding Clients Through DOL Benefit Plan Probes: Part 2 Law360 By Kathleen R. Barrow
April 1, 2020 – Alerts ESOP Companies Should Address Cash Flow Before It’s Too Late By Harvey M. Katz
April 1, 2020 – Articles Guiding Clients Through DOL Benefit Plan Probes: Part 1 Law360 By Kathleen R. Barrow
March 31, 2020 – Alerts Summary of CARES Act Provisions Affecting Employer-Sponsored Retirement Plans By Susan Foreman Jordan, Seth I. Corbin, Michael G. McNally, Pamela A. Thein and Brian G. Belisle
March 30, 2020 – Alerts Safeguarding Participant Contributions to Your 401(k) Plan
March 29, 2020 – Alerts Workforce Reductions During the Pandemic and Multiemployer Pension Plan Withdrawal Liability By Michael G. McNally
March 27, 2020 – Alerts CARES Act Provides Relief With Respect to Taxpayers’ Retirement Assets By Susan Foreman Jordan and Adam Grenker
March 23, 2020 – Alerts Employer Group Health Plan Mandate Related to No-Cost COVID-19 Testing and New Paid and FMLA Leave By Elizabeth R. Larkin, Jessica Forbes Olson, Pamela A. Thein and Kathleen R. Barrow
March 20, 2020 – Alerts How Workforce Changes in Response to COVID-19 Affect Group Health Plans
March 12, 2020 – Alerts Never Fear, the IRS Is Here – With Timely COVID-19 HSA Relief! By Jessica Forbes Olson
March 11, 2020 – Articles Understanding Mass Withdrawal Liability and Available Alternatives By Michael G. McNally
February 25, 2020 – Alerts Private Equity and Withdrawal Liability: Lessons from Sun Capital
January 2, 2020 – Alerts SECURE Act Amends Law on IRA Contributions and Distributions By Mark H. Hess and Debra T. Hirsch
January 2020 – Articles Customer Concentration in ESOP Transactions ESOP Report By Harvey M. Katz and Lana Simkina
November 20, 2019 – Books ERISA Survey of Federal Circuits, 2020 Edition American Bar Association Co-authored by Kenton J. Coppage
May 21, 2019 – Alerts Where HIPAA Stops, CCPA Begins By Elizabeth Litten and Odia Kagan
October 29, 2018 – Articles Retirement Plan Participants Reap Some Benefit From Tax Reform For Your Benefit By Susan Foreman Jordan
October 29, 2018 – Articles The Solution to Managing the Repurchase Liability Challenge: A Defined Benefit Plan For Your Benefit By Harvey M. Katz
October 29, 2018 – Articles ESOP Trustees and Administrators: Draft Your Plans Strategically For Your Benefit By Harvey M. Katz
October 29, 2018 – Articles Recent Updates to the IRS Special Tax Notice For Your Benefit By Seth I. Corbin
May 9, 2018 – Articles New Excise Tax on Excess Compensation Paid by Tax-Exempt Employers For Your Benefit By Brian Belisle
May 9, 2018 – Articles The Unintended Consequence of Rising Interest Rates: Overfunded Defined Benefit Plans For Your Benefit By Harvey M. Katz
May 9, 2018 – Articles Beware: HIPAA Applies to the Health Plans You Never Knew You Had For Your Benefit By Jessica Forbes Olson and Elizabeth R. Larkin
May 9, 2018 – Articles (Another) Change to the Annual HSA Limit For Your Benefit By Seth I. Corbin
Winter 2018 – Articles Hunting for Retirement Plan Participants? New IRS Guidance and the Expanded PBGC Missing Participants Program Should Help For Your Benefit By Brian G. Belisle and Seth I. Corbin
Winter 2018 – Articles Employers Who Didn’t Play (in 2015): Be Prepared To Pay For Your Benefit By Jessica Forbes Olson
Winter 2018 – Articles A Better Business Succession Mousetrap: A New Way To Fund and Utilize Buy-Sell Insurance For Your Benefit By Harvey M. Katz
November 9, 2017 – Articles Is Your Company Right for an ESOP? Employee Benefits News By Harvey M. Katz
Fall 2017 – Articles IRS Announces Benefits Relief for Hurricane Victims For Your Benefit By Susan Foreman Jordan
Fall 2017 – Articles Full Implementation of Fiduciary Rules Likely To Be Extended For Your Benefit By Susan Foreman Jordan
Fall 2017 – Articles Leveraging – A Hidden Advantage of Roth 401(k) Accounts For Your Benefit By Harvey M. Katz
July 20, 2017 – Alerts The ESOP Class Action: An Existential Threat to the ESOP Community Employee Benefits & Compensation/Litigation Alert Co-authored By Harvey M. Katz
Spring 2017 – Articles IRS Relieves Some of the Hardship of Hardship Distributions For Your Benefit By Susan Foreman Jordan, Esq.
Spring 2017 – Articles A New Approach to Business Succession Planning For Your Benefit By Harvey M. Katz, Esq. and Seth I. Corbin, Esq.
Spring 2017 – Articles New Requirements Under Final Disability Claims Regulations For Your Benefit By Jessica Forbes Olson, Esq.
Winter 2017 – Articles Some Small Employers May Now Offer Special Health Reimbursement Arrangements For Your Benefit By Pamela A. Thein
Winter 2017 – Articles ESOP Light: A Creative Succession Strategy for the Small Business For Your Benefit By Harvey M. Katz
