Fiduciary Training Workshop

Ippolito’s Bocce Room (Roswell, GA) Read More

November 2014 Newsletter | Fourth Quarter Compliance Calendar for Retirement and Health and Welfare Plans

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What are the Advantages and Disadvantages of a Phantom Equity Plan?

I was recently asked to describe the advantages and disadvantages of a phantom equity plan. Phantom equity plans are particularly useful for private companies without publicly traded shares of stock.  Privately held companies have unique organizational traits that require a substantially different approach to executive compensation. Often, executive compensation arrangements that are appropriate in a publicly Read More

October 2014 Newsletter | IRS Releases 2015 Retirement Plan Limits

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Retirement Plans: Washington Update

Sponsored by Columbia Management, Alpharetta, GA Read More

Fiduciary Bootcamp: Department of Labor Update

Moderator for speaker Robert Lewis, Regional Counsel for ERISA and Employee Benefits at the U.S. Department of Labor), Southern Employee Benefits Conference Read More

August 2014 Newsletter | Determining Which Employers Are Subject to ACA Pay or Play Rules

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Same Sex Spousal Benefits and Compliance Issues

Southeast Financial Workplace Law and Compliance Program, Community Bankers Association of Georgia Read More

July 2014 Newsletter | ACA and the Potential for Litigation: ERISA Section 510

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Employee Benefits Legal Update

Kettering Executive Network, Finance, Banking & Investment Group Read More