Attorneys Doll Lank and Kathleen Bass of KLB Benefits Law Group break down the critical role employee benefits attorneys play in helping employers and plan sponsors correct compliance mistakes. They reveal the most common errors, including payroll and missed deferral issues, and emphasize why retaining plan documents is essential for audit defense.
Latest episodes
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19 min
Where Are Your Plan Documents?
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas Bass from KLB Benefits Law Group discuss the intricacies of retire…
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21 min
Fee Oversight and Fiduciary Process – The Importance of Periodic Review of Service Providers
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas Bass from KLB Benefits Law Group discuss the critical responsibili…
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16 min
Navigating Cycle Four Restatements for Defined Contribution Plans
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas Bass from KLB Benefits Law Group delve into the complexities of cy…
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16 min
Don’t Leave Money On the Table—Defined Contribution Plan Tax Credits (Part Two)
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas Bass from KLB Benefits Law Group continue their conversation with…
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18 min
Don’t Leave Money On the Table—Defined Contribution Plan Tax Credits (Part One)
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Kathleen Salas Bass and Doll Lank engage with Tali Vaughn, a Regional Vice President at EGPS, t…
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21 min
Required 401(k) Plan Employee Communications
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas Bass from KLB Benefits Law Group join Lisa Mosbey to discuss the i…
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21 min
Retirement Plan Qualification Failures—Self-Correct or Correct with IRS Approval?
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas Bass from KLB Benefits Law Group delve into the intricacies of ret…
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20 min
Navigating COBRA Compliance: Key Insights for Employers
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Solis Bass from KLB Benefits Law Group join Lisa Mosbey to delve into th…
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22 min
Optional Distributions and Other Features in Retirement
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas-Bass from KLB Benefits Law Group join Lisa Mosbey to discuss the i…
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20 min
Group Retirement Arrangements – MEPs, PEPs and DCGs
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas-Bass from KLB Benefits Law Group join Lisa Mosbey to delve into th…
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15 min
Domestic Relations Orders and Retirement Plans
Episode Summary: In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas Bass from KLB Benefits Law Group delve into the intricacies of Qua…
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15 min
Retirement Plan Terminations
Episode Summary: In this episode, Kathleen Salas Bass and Doll Lank from KLB Benefits Law Group discuss the process and reasons behind retirement plan terminations. They explain th…
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17 min
Cybersecurity in Employee Benefit Plans
Episode Summary: Exploring the critical importance of cybersecurity in safeguarding Employee Benefit Plans, the episode delves into the vulnerabilities, regulatory enforcement, bes…
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17 min
Plan Committees
Episode Summary: In this episode, Doll Lank and Kathleen Bass from KLB Benefits Law Group delve into the importance of plan committees within employers' benefit plans. They explain…
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16 min
What Is ERISA and What Does It Do?
Episode Summary: In this episode, Kathleen and Doll from KLB Benefits Law Group provide a comprehensive overview of ERISA (Employee Retirement Income Security Act) and its signific…
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14 min
State Mandated IRAs: Working With Them or Working Around Them
Episode Summary: In this episode of *Employee Benefit Plans and Business Sense*, Doll Lank and Kathleen Bass delve into the complexities of state mandated IRAs and their implicatio…
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14 min
Layoffs and Retirement Plans: The Overlooked Partial Termination
Episode Summary: In this episode of *Employee Benefit Plans and Business Sense*, Kathleen Bass from KLB Benefits Law Group sheds light on how layoffs can trigger partial terminatio…
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12 min
Cafeteria Plans and the Compliance Buffet
Episode Summary: In this episode, Kathleen Bass from KLB Benefits Law Group discusses cafeteria plans and the compliance rules surrounding them. A cafeteria plan allows employers t…
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20 min
What is a ROBS Plan and How Do They Help Business Owners?
Episode Summary: In this episode of *Employee Benefit Plans and Business Sense*Doll lank and Kathleen Bass delve into the intricacies of Rob's Plans, a unique type of retirement pl…
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17 min
The Whys and Hows of Retirement Plan Mergers
Episode Summary: In this streamlined episode, Doll Lank and Kathleen Bass define plan mergers as asset transfers to simplify administration and cut costs. The discussion explores v…