INSIGHTS

We share expert insights on executive compensation, retirement plans, fiduciary duties, and more.
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Posts tagged forfeitures
Use of 401(k) Plan Forfeitures Continues to be Scrutinized in Litigation
Use of 401(k) Plan Forfeitures Continues to be Scrutinized in Litigation

A series of lawsuits have challenged how plan sponsors have used plan forfeitures to reduce employer contributions. In this interview, Carol Buckmann discusses the issues

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Qualified Retirement Plan, Fiduciary AdviceSandra Cohenforfeitures, fiduciaryduty
Who Owns Plan Forfeitures? New Cases Challenge IRS Guidance
Who Owns Plan Forfeitures? New Cases Challenge IRS Guidance

401(k) sponsors routinely use forfeitures to reduce employer contributions. New lawsuits say this is an ERISA violation. Who will win?.

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Fiduciary Advice, Qualified Retirement PlanCarol Buckmann401k, forfeitures, erisalitigation, fiduciaryresponsibility