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Retirement Plan Mergers: Requirements, Challenges, and Best Practices for Employers
https://youtu.be/KfqSKUuWwK0 What defines a retirement plan merger in employee benefits context? A retirement plan merger involves transferring assets from one qualified retirement plan into another,

Related Employer Groups in Employee Benefits: Compliance Impacts and Identification Strategies
https://youtu.be/7lZxG5rBJZw What constitutes a related employer group under employee benefit plan regulations? Related employer groups form through overlapping ownership or service relationships among entities. Connections

IRS Announces 2026 Cost-of-Living Adjustments for Retirement Plans
The IRS announced the cost-of-living adjustments for certain thresholds affecting retirement plans this week in Notice 2025-67. See the chart below with the updated thresholds

IRS Audits of Retirement Plans: What Employers Need to Know
https://youtu.be/KSV-5cko3bg What Triggers an IRS Audit of a Retirement Plan? The IRS does not disclose exact audit triggers. Employers generally cannot predict whether a plan

Year-End Benefit Plan Deadlines & Compliance Guide
https://youtu.be/4T1XbBEZ4Pg Year-End Employee Benefit Plans: Key Deadlines and Compliance Tips for Employers Why Year-End Matters for Employee Benefit Plans The end of the plan

Looking Ahead to 2026 Health and Welfare Limits: Cost-of-Living Adjustments for Health Flexible Spending Accounts, High-Deductible Health Plans, ACA Affordability Threshold and Other Benefits
The latest dollar limits for health and welfare plans and fringe benefits have been revealed for 2026. Retirement plan limits are sure to follow soon.

What Every HR Director Should Know About Hiring an Employee Benefits Attorney
Why should HR directors consider working with an employee benefits attorney? Attorney Doll Lank explained that the most persuasive reason to hire a benefits attorney

Understanding the Role of Employee Benefits Attorneys in Employment Disputes
What is the difference between an employment lawyer and an employee benefits attorney? Doll Lank explained that while both employment lawyers and benefits attorneys work
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DISCLAIMER
This publication is designed to provide general information on pertinent legal topics. The statements made are provided for educational purposes only. They do not constitute legal or financial advice nor do they necessarily reflect the views of KLB Benefits Law Group or any of its attorneys other than the author. This publication is not intended to create an attorney-client relationship between you and KLB Benefits Law Group. Substantive changes in the law subsequent to the date of this publication might affect the analysis or commentary. Similarly, the analysis may differ depending on the jurisdiction or circumstances. If you have specific questions as to the application of the law to your activities, you should seek the advice of your legal counsel.