Publications
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 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 By Harvey M. Katz and Daniel A. Schnapp
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
Winter 2017 – Articles Supreme Court To Rule on Church Plan Status For Your Benefit By Susan Foreman Jordan
Winter 2017 – Articles DOL Finalizes New ERISA Disability Claims and Appeal Procedures For Your Benefit By Brian G. Belisle
Winter 2017 – Articles ACA Isn’t Over Yet: New Section 1557 Nondiscrimination Rules For Your Benefit By Jessica Forbes Olson
Winter 2017 – Articles IRS Clarifies Required Minimum Distribution Rules for Roth IRA Beneficiaries For Your Benefit By Susan Foreman Jordan
Fall 2016 – Articles Missed a 60-Day Rollover? Try Self-Certification For Your Benefit By Susan Foreman Jordan
Fall 2016 – Articles Section 457(f) Proposed Regulations Provide New Deferred Compensation Rules for Tax-Exempt Employers For Your Benefit By Brian G. Belisle
Fall 2016 – Articles Tricks and Traps Involving Minimum Distributions For Your Benefit By Harvey M. Katz
Fall 2016 – Articles IRS Determination Letter Program – It’s a New Ballgame For Your Benefit By Susan Foreman Jordan
August 11, 2016 – Articles 9th Circuit: You Can't Automatically Deduct Rental Losses Daily Journal By Michelle M. McCarthy
July 27, 2016 HIPAA Audits Garden State FOCUS By Jessica Forbes Olson
Spring 2016 – Articles DOL Releases Final Fiduciary Rule For Your Benefit By Harvey M. Katz and Brian G. Belisle
Spring 2016 – Articles Cross-Tested Plans Survive a Major Challenge For Your Benefit By Susan Foreman Jordan
Spring 2016 – Articles HIPAA Audits: Ready or Not, Here They Come! For Your Benefit By Jessica Forbes Olson
Spring 2016 – Articles SEC’s Proposed Incentive Compensation Clawback Rule For Your Benefit By Brian G. Belisle
Spring 2016 – Articles Required Minimum Distributions: Did You Miss Your Required Beginning Date? For Your Benefit By Seth I. Corbin
Spring 2016 – Articles HIPAA Implications of Form 1095-C Reporting For Your Benefit By Elizabeth R. Larkin and Jessica Forbes Olson
Spring 2016 – Articles IRS Okays Mid-Year Changes to Safe Harbor Plans For Your Benefit By Susan Foreman Jordan
Spring 2016 – Articles More ROBS Gone Wrong For Your Benefit By Susan Foreman Jordan
January-February 2015 Reactions to the DOL-GreatBanc Agreement Employee Ownership Report – A Publication of the National Center for Employee Ownership By Jeremy Pelphrey
October 23, 2014 – Alerts IRS Announces Cost-of-Living Adjustments for Qualified Retirement Plans Employee Benefits Practice Alert By Susan Foreman Jordan
September 2014 – Articles New Guidance on Locating Missing Retirement Plan Participants For Your Benefit By Susan Foreman Jordan
September 2014 – Articles ESOPs: A Path To Increasing a Company’s Sales, Profitability, Employee Satisfaction and Job Security For Your Benefit By Harvey M. Katz
September 2014 – Newsletters For Your Benefit
June 27, 2014 – Alerts Moench On This - Implications of the U.S. Supreme Court’s Decision in Fifth Third Bancorp v. Dudenhoeffer for ESOP Fiduciaries Employee Benefits & Compensation Planning Alert
June 19, 2014 – Articles SCOTUS Rules Inherited IRAs Are Not Retirement Funds Employee Benefit News By Susan Foreman Jordan
May 2014 – Articles 90-Day Waiting Period Rule Can Lead to Problems Between Employers, Unions and Health Plans For Your Benefit By Michelle M. McCarthy
May 2014 – Articles IRS Simplifies Process for Validating Rollover Contributions For Your Benefit By Susan Foreman Jordan
May 2014 – Articles Reminder: Mid-Year Cafeteria Plan Changes for ACA For Your Benefit
May 2014 – Articles New Plan Restatement Window Opens For Your Benefit By Susan Foreman Jordan
May 2014 – Articles New Post-Windsor Guidance on Same-Sex Marriage For Your Benefit By Susan Foreman Jordan
May 2014 – Articles What To Do About Those Section 419 Plans? For Your Benefit By Harvey M. Katz
December 20, 2013 – Articles Hidden Advantages of ESOPs As Alternative Succession Strategy New York Law Journal By Harvey M. Katz
November 1, 2013 – Alerts IRS Allows Sponsors To Loosen the Use-It-Or-Lose-It Rules for Health FSAs Employee Benefits & Compensation Planning Alert By Michelle M. McCarthy
