alternative investments and border
2025 Executive Order on Democratizing 401(k) Access to Alternative Assets
2025 Executive Order on Democratizing 401(k) Access to Alternative Assets By Charles C. Shulman, Esq. On August 7, 2025, President Trump issued an executive...
Read More
obbb-with-border
Employee Benefit Provisions in the One Big Beautiful Bill Act
Employee Benefit Provisions in the One Big Beautiful Bill Act By Charles C. Shulman, Esq. Public Law 119-21, 14, H.R. 1, 139 Stat. 72 (July 4, 2024), referred...
Read More
jury-box-3
Right to a Jury Trial in ERISA Cases
Right to a Jury Trial in ERISA Cases By Charles C. Shulman, Esq. There is a recent trend in some federal cases to allow requests for jury trials for ERISA...
Read More
noncompete agreement signed by construction worker
Recent Noncompete Clause Developments – 2025
Recent Noncompete Clause Developments – 2025 By Charles C. Shulman, Esq. I.          Introduction – FTC Noncompete...
Read More
image
Cryptocurrency – Fiduciaries to Decide if it is a Prudent 401(k) Investment
Cryptocurrency – Fiduciaries to Decide if it is a Prudent 401(k) Investment By Charles C. Shulman, Esq. 1. Under Biden Administration – Presumption of...
Read More
with-less-border-parent-subsidiary-controlled-group members
ERISA's “Controlled Group” Rules – A Timely Review
ERISA’s “Controlled Group” Rules – A Timely Review By CHARLES C. SHULMAN, ESQ. Printed in 51 Journal of Pension Planning and Compliance 1 (WK, Fall 2024)...
Read More
arbitration-sm
Arbitration Provisions in an ERISA Plan Cannot Negate Right to Sue under ERISA in Class Action on Behalf of the Plan
Arbitration Provisions in an ERISA Plan Cannot Negate Right to Sue under ERISA in Class Action on Behalf of the Plan Two recent circuit court decisions...
Read More
money
Status of DOL Centralized Lost and Found Database Under the SECURE 2.0 Act and Information Collection Requests ​
Status of DOL Centralized Lost and Found Database Under the SECURE 2.0 Act and Information Collection Requests ​ The SECURE 2.0 Act of 2022 (SECURE 2.0)...
Read More
Internal Revenue Code section 409A written in a document
Code § 409A Nonqualified Deferred Compensation Rules Revisited
Code § 409A Nonqualified Deferred Compensation Rules Revisited An article titled “Code § 409A Nonqualified Deferred Compensation Rules Revisited”...
Read More
Business finance index data of real estate stock background rising up with high budget investment
2024 BENEFIT PLAN COST-OF-LIVING ADJUSTMENTS (with SECURE 2.0 changes)
    2024 BENEFIT PLAN COST-OF-LIVING ADJUSTMENTS (with SECURE 2.0 changes) Charles C. Shulman, Esq. 11/4/2023 BENEFIT PLAN COST-OF-LIVING ADJUSTMENTS 2023...
Read More