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Benefit Plan Sponsors › Financial Restatements › Employee Retirement Income Security Act (ERISA)

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Watch that bonus deferral election

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

When there is a plan restatement process, every retirement plan document provider adds some tweaks and removes some tweaks from their plan document....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

A restatement could be time for a plan housecleaning

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

A restatement process isn’t required by the Internal Revenue Service so that ERISA attorney can bill for drafting new plan documents. It’s required so that a retirement plan has a document that is current with the law....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Beware of those plan document restatement requests

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Every 6 years or so, the Internal Revenue Service (IRS) requests that retirement plan documents be restated to comply with current law. While it’s a great thing for ERISA attorneys and third-party administrators, it’s not so...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Advisors Advantage - February 2016

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Avoiding The “Bumps” Of Being A Retirement Plan Provider - I’m a big fan of business history and every successful company that has ever been founded has had a few bumps along the way. For example, Apple almost went out...more

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