Publications
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
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 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
September 2013 – Newsletters IRS and DOL Issue Guidance on Windsor Decision and Employee Benefit Plans For Your Benefit By Susan Foreman Jordan
September 2013 – Newsletters For Your Benefit
September 13, 2013 – Articles ESOPs as a Business Succession Tool For Small or Mid-Sized Construction/Engineering Firms Construction Today By Harvey Katz
August 15, 2013 – Articles ESOP: Another Exit Strategy for a “Mature” Tech Company New Jersey Tech Weekly By Harvey Katz
June 2013 A Historic Decision for Same-Sex Marriage: What’s Next? Alert
May 2013 – Articles Opportunity for In-Plan Roth Conversion Expanded For Your Benefit By Susan Foreman Jordan
May 2013 – Articles Contributing Employers Beware: Has the Tipping Point for Multiemployer Plans Arrived? For Your Benefit By Harvey M. Katz
May 2013 – Articles The New EPCRS… Much Like the Old EPCRS For Your Benefit By Seth I. Corbin
May 2013 – Articles Qualified Charitable Distributions – They Keep Going and Going For Your Benefit By Susan Foreman Jordan
May 2013 – Articles For Your Benefit
December 2012 – Newsletters IRS Eases Rules for Hurricane Sandy Relief For Your Benefit By Susan Foreman Jordan
December 2012 – Newsletters Qualifying Plans Down on the Hacienda (Puerto Rico) For Your Benefit By Mark H. Hess
December 2012 – Newsletters Alternative Investments by Retirement Plans For Your Benefit By Harvey M. Katz
December 2012 – Newsletters New Limit on Health Flexible Spending About to Take Effect For Your Benefit By Susan Foreman Jordan
December 2012 – Newsletters For Your Benefit A newsletter on current legal issues impacting employee benefits and executive compensation
September 2012 – Newsletters The Gripes of Roth: New Decisions Highlight the Boundaries of Roth's Golden Country For Your Benefit By Mark H. Hess
September 2012 – Newsletters MAP-21 Brings Good and Bad News to Sponsors of Defined Benefit Pension Plans For Your Benefit By Susan Foreman Jordan
