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ERISA Plans: Don’t Wait Until the Money’s All Gone

By: Rebecca Dobbs Bush

On January 20, 2016, the Supreme Court made it clear, in Montanile v. Board of Trustees of National Elevator Industry Health Benefit Plan… 440 more words


Are You Prepared for the New Fiduciary Standards?

After years of intense debate, on January 28 the Department of Labor (DOL) advanced its conflict-of-interest fiduciary regulations to the Office of Management and Budget… 418 more words

Practice Management

Auditor Independence and Cinco De Mayo

Like the date of Mexico’s independence day not being clear, auditor independence for an employee benefit plan may not necessarily be clear.

Employee Benefit Plans

Updates - Good news at last!

Okay, so I’ve been whining a lot lately. I think I’ve had reason, but whining none the less. But this past week has borne out my long-held assertion that this, too, shall pass. 789 more words

Rheumatoid Arthritis

Long Term Disability Success Story-Post 2

Author: Charles F. Fuller

When a client comes to our office with a long term disability issue, we analyze the client’s case and take action that is needed to protect the client’s rights. 693 more words