Our Thoughts On

Sort by


Shad Fagerland

Articles 1 - 8 of 8

401(k) Plan Strategies: Options for Addressing Failed ADP Tests

Learn about the different options available to 401(k) plans to address failed ADP tests.

Financial Factors in Selecting Plan Investments-Final Rule

Learn more about the final rule, published October 30, 2020, to better understand the financial factors in selecting plan investments.

ESOPs as a Business Succession Planning Solution

Learn how ESPOs presents certain tax advantages and opportunities for tax and estate planning during business succession planning.

Employee Benefit Deadlines Postponed Through July 15, 2020

Review our blog and understand IRS Notice 2020-23 that extends certain benefit plan tax-related deadlines until July 15, 2020.
Register to receive our weekly newsletter with our most recent columns and insights.

The Cares Act and Its Effect on Retirement Plans

Learn what provisions of the Coronavirus, Aid, Relief, and Economic Security (CARES) Act will have an effect on retirement plans.

SECURE Act – Treatment of Custodial Accounts on Termination Of Section 403(b) Plans

Learn about the changes implemented by the SECURE Act of 2019 including changes to the termination of 403b Plans.

SECURE Act – Multiple Employer Plans and Pooled Employer Plans

Learn about key details of the SECURE Act including changes to multiple employer plan "bad apple" rule.

Employee Benefits Due Diligence in Mergers and Acquisitions

When conducting due diligence in connection with a potential merger or acquisition, companies too frequently treat employee benefits as an afterthought.
Register to receive our weekly newsletter with our most recent columns and insights.

This site uses cookies to ensure that we give you the best user experience. Cookies assist in navigation, analyzing traffic and in our marketing efforts as described in our Privacy Policy.