X
Archive by tag: Cohen & Buckmann P.C.Return

Intel Corp v Sulyma

Supreme Court Makes It Easier to Sue for Fiduciary Breach - A unanimous U.S. Supreme Court has just ruled in Intel Corp. Investment Policy Committee v. Sulyma that fulfilling ERISA’s disclosure obligations is not sufficient to start the clock...By: Cohen & Buckmann P.C.
Read More
Cohen & Buckmann P.C. | Mar 05,2020 |

Consider the PEP, a New SECURE Act 401(k) Option

What is a PEP? A PEP or Pooled Employer Plan is a new way, created by the SECURE Act, for unrelated employers to collectively participate in a defined contribution plan which is professionally run, and because of economies of scale, could charge...By: Cohen & Buckmann P.C.
Read More
Cohen & Buckmann P.C. | Feb 21,2020 |

How Will the SECURE Act Affect Plan Distributions? New Rules Challenge Sponsors and Recordkeepers in 2020

Many provisions of the SECURE Act passed at the end of last year will change the way qualified plans are run. Among the most significant changes are provisions creating new distribution options and new death distribution restrictions for qualified...By: Cohen & Buckmann P.C.
Read More
Cohen & Buckmann P.C. | Jan 27,2020 |

Preparing for IPO: Navigating Stock Plan Challenges

We previously wrote about the need for an option plan tune up before IPO. In that segment, we addressed the equity mix and vesting schedule differences between private company and public companies.  Here in Part Two - we navigate other stock option...By: Cohen & Buckmann P.C.
Read More
Cohen & Buckmann P.C. | Jan 07,2020 |

Defined Benefit Plans Are the New ERISA Litigation Targets

The frontiers of ERISA litigation keep expanding, and defined benefit plans are the new litigation targets. Here are some of the cases that have recently been filed. The U.S. Supreme Court will also be reviewing a significant decision on when...By: Cohen & Buckmann P.C.
Read More
Cohen & Buckmann P.C. | Dec 30,2019 |

I Sponsor-or Want to Sponsor- a 401(k) Plan-How Will the SECURE Act Affect Me?

The SECURE Act and spending bill provisions recently signed into law by President Trump contain a cornucopia of significant changes, but some of the most important affect 401(k) plans. While plan amendments will not be required until 2022 at the...By: Cohen & Buckmann P.C.
Read More
Cohen & Buckmann P.C. | Dec 27,2019 |

The SECURE Act Signed into Law

Just in time for the holidays, Congress gave plan sponsors and employee benefits attorneys a reason to celebrate this holiday season. On December 19, 2019, the U.S. Congress passed a spending bill, which was signed by President Trump, which contains...By: Cohen & Buckmann P.C.
Read More
Cohen & Buckmann P.C. | Dec 23,2019 |