Employee benefits or employee benefit issues can arise anytime you are providing employees something of value other than direct cash compensation. Engagement is very important. I hear it talked about a lot at 401(k) committee...more
Carlton Fields tax attorney Lowell Walters provides an overview of the IRS’s “New 90-Day Pre-Examination Compliance Pilot” audit process and explains what you can do to prepare for it.
For more information, visit:...more
Almost one year from the date it updated its investment duties regulation (29 C.F.R. § 2550.404a-1), triggering our previous article “DOL to Plan Sponsors: ‘It’s All About the Benjamins!,’” the Department of Labor (DOL)...more
Participants do not always prefer the investment choices retirement plans offer. Whether participants want additional ways to diversify their portfolios or have other reasons, participants are asking retirement plan sponsors...more
Carlton Fields tax attorney Lowell Walters discusses three timely employee benefits issues: using employee benefits to reduce expenses; helping retirement plan participants in an inconsistent investment market; and, the...more
9/17/2020
/ 401k ,
403(b) Plans ,
Benefit Plan Sponsors ,
Bonuses ,
COBRA ,
Compensation & Benefits ,
Department of Labor (DOL) ,
Eligibility ,
Employee Benefits ,
Employer Contributions ,
Employer Group Health Plans ,
Employment Tax ,
Furloughs ,
Hiring & Firing ,
Investment Adviser ,
Investment Management ,
Layoffs ,
Payroll Expenses ,
Reduction in Hours ,
Retirement Plan ,
Wage and Hour
Carlton Fields tax attorney Lowell Walters explains what employers claiming employment tax credits under the coronavirus program need to know about health insurance in order to maximize their credits....more
Carlton Fields tax attorney Lowell Walters discusses an important issue employers with money purchase pension plans or governmental 401(a) plans should consider before allowing coronavirus-related retirement plan...more
Carlton Fields tax attorney Lowell Walters provides tips on implementing employee benefit plan cost-saving measures....more
Carlton Fields tax attorney Lowell Walters suggests potential ways to reduce the costs of employer-sponsored retirement plans....more
Carlton Fields tax attorney Lowell Walters suggests potential ways to reduce the costs of employer-sponsored group health plans....more
Carlton Fields tax attorney Lowell Walters explains how to determine which employee benefit plans might be ripe for reducing expenses....more
Carlton Fields tax attorney Lowell Walters explains how companies can structure or use employee benefit plans to reduce business tax liabilities....more
This updates our August 15 blog entry, which targeted employers who sponsor retirement or welfare plans and are concerned about their fiduciary liabilities for properly selecting service providers....more
12/6/2017
/ Benefit Plan Sponsors ,
Best Interest Contract Exemptions ,
Conflicts of Interest ,
Consumer Financial Products ,
Department of Labor (DOL) ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Fiduciary Duty ,
Fiduciary Rule ,
Financial Services Industry ,
Investment Adviser ,
Investment Management ,
Regulatory Oversight ,
Retirement Plan