Company Alternatives for Retirement Plan Participant with Insufficient Beneficiary Designation Forms

One of the key issues with respect to retirement plan distributions is proper handling of beneficiary designations. Issues that arise for retirement plan sponsors related to beneficiary designations include incomplete beneficiary designation forms, benefits being split among beneficiaries in unclear or mathematically impossible ways, or even pre-deceased beneficiaries. While your human resources department can take Read More

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Can a Company Implement a Match Safe Harbor Mid-Year? Read More

Hall Benefits Law as Featured in 401(k) Specialist Magazine

Can a Company Implement a Match Safe Harbor Mid-Year? Read More

Lexology

Case Study: Deconstruction and Redesign of the Executive Compensation Program for a Company with Long-Term Growth and Retention Objectives Read More

DOL Provides Needed Clarification on Authorized Representatives Acting for ERISA Claimants

There are times when an individual who has a claim under ERISA is unable to bring that claim on their own. In these situations, an authorized representative of the claimant can bring the claim instead. A recent Department of Labor (DOL) Information Letter, issued at the end of February, provides clarification regarding the ability of this individual to act on behalf of the claimant. Specifically, it addressed the Read More

Can a Company Implement a Match Safe Harbor Mid-Year?

Businesses make plans and strategic changes throughout the year. These changes may involve ramping up or down employees, buying or merging with other businesses, or changing goals in such a way that HR needs to re-align benefits to reflect those goals. Human resources departments, meanwhile, are working to follow either a calendar or fiscal year plan of important notices, paperwork, and changes for employees. Is it Read More

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Key Benefits Considerations in Mergers & Acquisitions Read More

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Can’t-Miss Retirement Plan Legal Compliance Update   Read More

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Latest IRS Expansion to Self-Correction Program for Tax-Qualified Retirement Plans Read More

Case Study: Deconstruction and Redesign of the Executive Compensation Program for a Company with Long-Term Growth and Retention Objectives

This blog is an excerpt of Anne Tyler Hall's book "Case Studies in ERISA: Why It Matters And How It Benefits You, A Plan Sponsor's Guide To Employee Benefits Legal Compliance"  request your free digital copy of the book here.   Client: A global firm based in the Southeast with more than 400 employees. It had an existing, but ineffective LTIP and deferred compensation (DC) plan. The LTIP was intended to Read More