April 2015 Newsletter | DOL Issues New Proposed Fiduciary Standard

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Retirement Plans: Fiduciary Compliance and Risk Mitigation

6th Annual Georgia Bar, Employee Benefits Section Seminar Read More

March 2015 Newsletter | Employers Prepare for 2015 ACA Reporting Requirements

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Featured Guest on Atlanta Legal Experts

Buckhead Radio X Read More

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 traded 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