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Thought Leadership
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ERISA Record Retention: What Every Plan Sponsor Needs to Know
Maintaining accurate and complete records for ERISA-covered benefit plans is not just good business practice; it’s a critical responsibility for plan sponsors. Missing documentation can create significant liabilities. For example, if a former employee, or even their...
Breaking Down the One Big Beautiful Bill Act: What It Means for You
On July 4, 2025, the One Big Beautiful Bill Act (OBBB) was signed into law. This sweeping piece of legislation makes many of the 2017 Tax Cuts and Jobs Act (TCJA) provisions permanent, while introducing new deductions and tax relief measures for businesses,...
Electronic vs. Paper Filing for Benefit Plans: Navigating 2025 Filing Requirements
For plan sponsors, the decision to file benefit plan forms electronically or by paper is no longer just a matter of convenience—it’s a compliance issue. With recent regulatory changes now in effect, it’s more important than ever to understand when electronic filing is...
Navigating the New Normal: Key Challenges and Strategic Solutions for Restaurants in 2025
The restaurant industry in 2025 is navigating a landscape shaped by economic volatility, evolving consumer expectations, and rapid technological advancement. From inflationary pressures to labor shortages and cybersecurity threats, operators are facing a complex mix...
Tariffs and the Restaurant Industry in 2025: Navigating the Impact
As global trade dynamics continue to evolve, the restaurant industry in 2025 finds itself at the intersection of economic uncertainty and operational adaptation. Tariffs—government-imposed taxes on imported goods—are reshaping the way restaurants source ingredients,...
Succession Planning: Securing Your Family’s Legacy for Generations to Come
Succession planning in complex family enterprises demands foresight, adaptability, and the ability to anticipate several moves ahead. By combining strategic vision with the flexibility to respond to unforeseen challenges, families can forge a clear path toward...
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