As we welcome 2025, we want to express our gratitude for your trust and partnership. We look forward to another wonderful year ahead....

As we celebrate this festive season, we want to wish you a Merry Christmas and a Happy Hanukkah filled with joy, love, and peace. Thank...

In what is becoming our new holiday tradition, we are happy to share our “50th Anniversary of ERISA” firm cookbook with vintage recipes for

On September 28th, 2024, California enacted SB 1120 in an effort to balance technological innovation with the need for human judgment.

Many workers lose track of their retirement savings after changing jobs or due to changes in their employers.

Wishing you a safe and happy holiday. We are thankful for all the continued support this year from clients, partners, colleagues, and...

Individuals can contribute more to their retirement accounts in 2025, as the IRS has increased the contribution limit.

As we have previously posted, Secure 2.0 significantly changed the rules for correction of overpayments from qualified retirement plans (inc

Since 2023 , the Consolidated Appropriations Act of 2021 (aiming to increase transparency in health care) has prohibited the use of “gag...

On October 3rd, 2024, the IRS issued Notice 2024-73, addressing how ERISA 403(b) plans must treat long-term, part-time employees...