Partner
Nashville, TN
Please join us for a quick 30 minute webinar where we will discuss hiring and monitoring retirement plan service providers.
Selecting a service provider for your ERISA retirement plan is an important fiduciary decision. The process of selecting a service provider will vary depending on the type of plan and services to be provided. However, a thoughtful and well-designed process can both help you make a good decision and help you comply with ERISAโs fiduciary requirements.
This webinar will focus on important considerations in designing a service provider search as well as important key factors that should be considered when selecting a retirement plan service provider.
Partner
Nashville, TN
Before you send us any information, know that contacting us does not create an attorney-client relationship. We cannot represent you until we know that doing so will not create a conflict of interest with any existing clients. Therefore, please do not send us any information about any legal matter that involves you unless and until you receive a letter from us in which we agree to represent you (an "engagement letter"). Only after you receive an engagement letter will you be our client and be properly able to exchange information with us. If you understand and agree with the foregoing and you are not our client and will not divulge confidential information to us, you may contact us for general information.
slowe@fbtlaw.com
Attorney
Lexington, KY
Before you send us any information, know that contacting us does not create an attorney-client relationship. We cannot represent you until we know that doing so will not create a conflict of interest with any existing clients. Therefore, please do not send us any information about any legal matter that involves you unless and until you receive a letter from us in which we agree to represent you (an "engagement letter"). Only after you receive an engagement letter will you be our client and be properly able to exchange information with us. If you understand and agree with the foregoing and you are not our client and will not divulge confidential information to us, you may contact us for general information.
jhamilton@fbtlaw.com
December 5, 2023 | Publications
The Automotive Industries Pension Plan (โPlan”), a Taft-Hartley multiemployer (union) pensio...
August 17, 2023 | Publications
The SECURE 2.0 Act of 2022 (SECURE 2.0), which was passed as 2022 wound down, expands on the Setting...
August 15, 2023 | Publications
Certain 401(k) and 403(b) plans must be amended to allow part-time employees to participate under ne...
August 3, 2023 | Blogs
Governor Andy Beshear signed House Bill 499 into law in April 2022, thereby creating a new program c...
May 24, 2023 | Publications
A federal district court in Michigan recently held that a union road construction general contractor...
May 1, 2023 | Blogs
The recent comprehensive retirement plan legislation, often called SECURE 2.0, made an important cha...
April 20, 2023 | Publications
Our overview of Division T of the Consolidated Appropriations Act, titled โThe SECURE 2.0 Act of 2...
March 22, 2023 | Blogs
Many individuals have accumulated significant funds in their individual retirement accounts (IRAs), ...
March 21, 2023 | Publications
On February 27, the Internal Revenue Service (IRS) issued proposed regulations on when and how forfe...
March 16, 2023 | Blogs
On March 7, 2023, the Internal Revenue Service (IRS) released Notice 2023-23, which provides guidanc...
Before you send us any information, know that contacting us does not create an attorney-client relationship. We cannot represent you until we know that doing so will not create a conflict of interest with any existing clients. Therefore, please do not send us any information about any legal matter that involves you unless and until you receive a letter from us in which we agree to represent you (an "engagement letter"). Only after you receive an engagement letter will you be our client and be properly able to exchange information with us. If you understand and agree with the foregoing and you are not our client and will not divulge confidential information to us, you may contact us for general information.