Harvey Harvey M. Katz

Harvey Harvey M. Katz

Fox Rothschild LLP

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Leveraging – A Hidden Advantage Of Roth 401(k) Accounts

There have been numerous articles published about the advantages of Roth IRAs and Roth 401(k) accounts. While no tax deduction is available for contributions to Roths, in general, distributions of both principal and earnings...more

9/21/2017  /  401k , Income Taxes , IRA , Retirement , Retirement Plan , UBIT

The ESOP Class Action: An Existential Threat To The ESOP Community

In recent years, many sponsors and trustees had to defend investigations from the U.S. Department of Labor (DOL) in connection with transactions in which company shares were sold to an Employee Stock Ownership Plan (ESOP). In...more

7/21/2017  /  DOL , Employee Benefits , ESOP , Fiduciary Duty
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