Business Organization Professional Practice

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A “Crystal Ball” On Life After The New ERISA Fiduciary Rule

The Department of Labor’s (DOL) new fiduciary rule that is going to go in effect in April 2017 is going to have a profound change in how financial advisors work with their retirement plan clients. It’s unchartered waters,...more

An Ounce of Prevention - Strategic Outside General Counsel Solutions

All businesses (big and small) face legal issues every day ranging from the urgent (a lawsuit was just filed against the company), to the routine (a customer marked-up our form contract), to the mundane (where do we put our...more

Business and Human Rights - Recent IBA Guidance for Lawyers

Lawyers must have the intersection of business and human rights at the front of their minds, and in-house counsel are no exception. Human rights risks transcend borders and industries, and may lead to bet-the-company...more

Glaring Problems A Plan Sponsor May Not Be Aware Of When They Think Everything is OK

I knew a family member who would never go to the doctor for preventative care. She always reasoned that if she went to a doctor, that meant she was sick. That meant that her goal was avoiding the doctor at all costs. It’s...more

Playing the Board Game: Tips for Networking Onto a Corporate Board

Legal experience alone is unfortunately not high on the list of skill sets companies are looking for to fill an open board seat. But lawyers tend to have a knack for one of the key skills necessary to join a corporate board:...more

The Art of Succession Planning – Thoughts on How to Start

“Succession” has been an extremely hot topic this year. For many firms, it seems succession planning is the Holy Grail, but why? Maybe it is hard to know where to start. Maybe it is hard to find the time to fit it in. Maybe...more

The To-Do List For 401(k) Plans Now: 2016-2017 Edition

Being a retirement plan sponsor is a tremendous responsibility and the problem is that most plan sponsors don’t understand that. Plan sponsors often act passive because they hire retirement plan providers to help them. The...more

It's Time to Change the Mindset of Your In-House Legal Team

Innovative legal teams believe they can help create competitive advantage for their business and have a true "seat at the table." They do not simply solve the problems that their internal clients bring them – they anticipate...more

Author & Venture Partner Geoffrey Moore (@geoffreyamoore) Talks Crossing the Chasm w/ @HsuUntied  [Audio]

Today, my guest is Geoffrey Moore, an author, speaker, and advisor who wrote the groundbreaking book Crossing the Chasm in 1991. Since then, Geoff’s other best selling business books include Zone to Win, Escape Velocity,...more

401(k) Plan Providers’ Behavior To Avoid That Loses Clients

Over the past 18 years as an ERISA attorney, I have some pretty weird reasons why retirement plan providers get fired. I’ll never get the financial advisor who was fired because the client’s new Chief Executive Officer wanted...more

Popular on JD Supra (Or What Brexit, Blockchain, and Estate Planning for Your Pets Have in Common)

A recap of popular reads published last month on the Supra....more

How to Pick Your Retirement Plan Providers

Too often, retirement plan providers are selected at the family dinner table, the golf outing, or at a house of worship. While those are nice places for social gatherings, they are not the ideal place for selecting retirement...more

The Power of Being in the Room: 4 Ways Attorneys Can Help Increase Boardroom Diversity

Beth Stewart, CEO of Trewstar Corporate Board Services, knows a thing or two about placing women on corporate boards. Since 2013 she has successfully placed 35 women directors on corporate boards, usually for Fortune 500...more

401(k) Sponsors Say Their Plan is OK, but They Really Have No Idea

When I was dating my wife, she asked me if I had a good credit score and I said I did. I never checked my credit score, but I paid all my bills in full and on time. Of course when I got a copy of my credit report, my credit...more

The Building Blocks of Board Service: Determining if Board Service is Right For You

Understanding the basics of board service is a necessary first step for those interested in joining a board of directors. In part one of this three-part series, we shared insights from Sheila Ronning, CEO and founder of Women...more

The Laurita Rules for 401(k) Plan Providers.

Once upon a time in the 401(k) world, I knew a man named Richard A. Laurita. I worked with Rich (as his friends called him) for two different third party administration (TPAs) firms for over 9 years and he had the most...more

Life’s Work: How Aileen Casanave Pursues Her Passions, Grows as an Attorney, and Impacts Her Community Through Board Service

People hear the word ‘boards’ and they make many assumptions. Many of them are simply false,” says Aileen Casanave, deputy general counsel at Jiff, Inc. Jiff, Inc. helps companies lower healthcare costs and cultivate...more

The Alcohol and Tobacco Tax and Trade Bureau Permitting Process [Video]

In this video, Co-Chair of the McNees Food & Beverage Group Kimberly Selemba discusses the alcohol and tobacco tax as well as the process of obtaining a permit with the Federal Alcohol and Tobacco Trade Bureau (TTB). ...more

Your Friday Recap - This Week's Popular Reads on JD Supra

It's what facial recognition technology, blockchain, social media, cybersecurity, Zika, and OSHA have in common, don't you know....more

How 401(k) Plan Sponsors Can Improve Their Plan At Little Cost

There are many ways that a retirement plan sponsor can improve their 401(k) plan, but they usually balk when it comes to the time and the money needed to rectify it. With so many issues regarding their business especially the...more

Concerns For Who You Pick As Your 401(k)’s TPA

I was very lucky that when I started as an ERISA attorney in 1998, I worked as a staff attorney for a third party administrator (TPA). It gave me insight and experience that I could never have gotten as an attorney working...more

What 401(k) Plan Sponsors Shouldn’t Forget

It’s easy to forget things. Heck, half of the things my wife tells me to do is forgotten by the afternoon. My wife often suggests that I keep a list of things I need to do so I don’t forget. Of course, I forget to keep lists....more

CFPB Presents Significant New Regulatory Requirements for Third-Party Debt Collectors

On July 28, 2016, the Consumer Financial Protection Bureau (CFPB) released an outline of proposals and alternatives under consideration for regulating debt collection practices. The outline’s release triggers the formation of...more

Moving Companies Forward: How Michelle Wilson Applies Her Expertise in Growth Companies to Her Role on the Board

Michelle Wilson knows growth. As senior vice president and general counsel for Amazon from 1999-2012, she helped guide the company through 13 years of growth. She currently serves on the boards of directors for Zendesk, Okta,...more

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