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PODCASTS & RESEARCH
> Financial Wellness
> Non-Qualified Plans
David Levine, Brigen Winters, Winter 2016
David Levine and Brigen Winters from Groom Law Group discuss the impact the recent elections are likely to have on retirement plan compliance.
Stephen Abramson, Fall 2016
Fiduciary Outsourcing: Part One
Tony Verheyen talks with Stephen Abramson about third party fiduciaries (Part One of two-part conversation).
Fiduciary Outsourcing: Part Two
Tony Verheyen talks with Stephen Abramson about third party fiduciaries (Part Two of two-part conversation).
Understanding Fiduciary Services: Does Outsourcing Work for You?
Who is a fiduciary and what are their roles and responsibilities.
Michael Olah, JD with Karen Brodbeck, Brandon Diersch, and Carol Sung, Winter 2015
Balancing Fiduciary Responsibility & Company Stock
A post-Dudenhoeffer approach to plan sponsor fiduciary responsibility
Nancy Gerrie, Spring 2015
Remember Your Form 8955-SSA
Often-overlooked Form 8955-SSA may be a plan sponsor’s best friend.
Richard McHugh, Fall 2014
Retirement Plans in Mergers & Acquisitions
An overview of the impact of mergers and acquisitions on retirement plans.
James McElligott & Jeffrey R. Capwell, Summer 2014
Dudenhoeffer and Stock Drop Suits
Summary and Impact of the June Dudenhoeffer v. Fifth Third Bancorp decision.
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