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DateTitleKnowledge Type
01 April 2014
Managing Loan and Assignment Issues When Merging 401(k) Plans
Source: Thompson's Pension Plan Fix-It Handbook
12 December 2016
IRS Notice Brings Resolution to Safe Harbor Plan Midyear Amendment Problem


DateTitleKnowledge Type
KTS ERISA Corner Blog Blogs

Legal Alerts

DateTitleKnowledge Type
14 July 2010
IRS Increases Scrutiny of 401(k) Plans Legal Alerts
22 December 2010
2011 Benefit Limits Legal Alerts
23 December 2011
2012 Benefit Limits Legal Alerts
10 January 2012
New Guidance Issued for Reporting the Cost of Health Coverage on Forms W-2 Legal Alerts
17 January 2012
New Department of Labor Regulations Offer More Investment Advisers the Opportunity to Provide Advice to Participants in 401(K) Plans and IRAs Legal Alerts
14 January 2013
2013 Benefit Limits Legal Alerts
24 December 2013
2014 Benefit Limits Legal Alerts

Retirement Income Plans

Experience Highlights

Employee benefits for Acuity Brands Inc. subsidiary spin off
Advised Acuity Brands Inc., one of the world's leading providers of lighting fixtures, with respect to executive compensation and employee benefit more
IRS employee plans compliance audit for a Fortune 500 fast food operator
Represented a Fortune 500 fast food operator regarding the successful IRS employee plans compliance audit of its 401(k) and pension plans. more
Executive compensation and employee benefits matters for a Philadelphia holding company
Represented a Philadelphia financial institution on executive compensation and employee benefits matters. Assisted in the design and drafting of a more

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