Employee Benefit Plans and Business Sense

Episode Summary:

In this focused episode, Doll Lank and Kathleen Bass unpack related employer groups under ERISA and the ACA, explaining ownership thresholds, service relationships, and triggers like acquisitions or reorganizations. The discussion covers compliance impacts on plan testing, ALE status, grace periods, and proactive steps to avoid costly redesigns.

Key Timestamps:

00:01 - Show Introduction

00:53 - Defining Related Emp...

In this episode, Doll Lank and Kathleen Salas Bass of KLB Benefits Law Group explain what happens when the IRS audits a retirement plan. They cover what can trigger an audit, how the audit process works, and how engaging ERISA counsel can help employers navigate the process smoothly. The attorneys provide practical advice on document preparation, working with vendors, self-corrections, and avoiding common pitfalls ...

In this episode, Doll Lank and Kathleen Bass of KLB Benefits Law Group walk employers through the critical year-end tasks for employee benefit plans. From retirement plan amendments and Form 5500 filings to health and welfare plan elections, they explain what must be completed before December 31, common oversights, and strategies to stay compliant. They also cover recent regulatory updates, including Secure 2.0 cha...

Episode Summary In this episode of Employee Benefit Plans & Business Sense, attorneys Doll Lank and Kathleen of KLB Benefits Law Group discuss the crucial role employee benefits attorneys play in protecting organizations and employees. They explain why proactive legal guidance saves costs, reduces risks, and ensures compliance with complex and ever-changing benefit regulations. From handling audits and legislative changes to me...

In this episode of Employee Benefit Plans & Business Sense, attorneys Doll Lank and Kathleen Bass of KLB Benefits Law Group discuss the critical differences between employment lawyers and employee benefits attorneys. They explain why employment attorneys often need to partner with benefits counsel to protect clients, especially when issues such as ERISA claims, COBRA, retirement plan terminations, and layoffs a...

Episode Summary In this episode of Employee Benefit Plans & Business Sense, attorneys Doll Lank and Kathleen Bass explain why corporate attorneys must understand employee benefit law when advising their clients. They break down the fundamentals of benefit plans, highlight common issues uncovered during mergers and acquisitions, and share practical steps attorneys can take to avoid costly compliance mistakes.

From retirement pla...

In this episode of Employee Benefit Plans and Business Sense, attorneys Doll Lank and Kathleen Bass of KLB Benefits Law Group share how involving an employee benefits attorney early in the correction process can save employers significant costs and reduce compliance risks. With decades of combined experience, they explain common mistakes that lead to plan corrections, why plan documents are critical, and how legal a...