Search for: "Jerry Kalish"
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5 May 2009, 9:47 am
Jerry Kalish, of Retirement Plan Blog (see his excellent post from yesterday about how Staples is using free tax preparation to increase 401k enrollment 29% and improve employee retention 32%), writes about workplace Twittering over at BizBox. [read post]
5 Jan 2010, 11:48 am
Jerry Kalish: We are one of the growing number of non-attorney LexBlog clients. [read post]
14 Aug 2008, 12:57 pm
Jerry Kalish has the details over at Retirement Plan Blog. rb [read post]
6 Nov 2008, 1:24 pm
Here, via Jerry Kalish's Retirement Plan Blog, are the contribution and benefit limits for 2009. rb [read post]
23 Dec 2006, 6:33 am
Jerry Kalish, over at Retirement Plan Blog, is reminding employers how important it is to make sure employees are treated as employees for tax and benefits purposes. [read post]
14 Oct 2008, 12:42 pm
Jerry Kalish over at RetirementPlanBlog provides a roadmap for 403(b) plan retirement sponsors in light of the new administration and compliance requirements effective January 1, 2009. rb [read post]
21 Aug 2007, 6:00 am
Jerry Kalish of The Retirement Plan Blog expanded on my post involving Document Retention and Electronic Discovery to discuss record retention under ERISA.The post has a Q & A with basic information on document retention for ERISA plans. [read post]
11 Oct 2006, 9:10 am
Jerry Kalish has a terrific post, drawing on a law firm white paper, about the potential ERISA liabilities of financial advisors and others who manage or otherwise help to run company 401(k) plans. [read post]
3 Jan 2008, 5:21 am
Jerry Kalish of the Retirement Plan Blog, following up on some of my prognostications for 2008, points out another development that will almost definitely be part of the pension and benefit world this year: 401(k) automatic enrollments: [L]et me add... [read post]
1 Sep 2009, 3:22 pm
Jerry Kalish over at Retirement Plan Blog discusses the most recent study issued by Dalbar, a Boston-based financial research firm that annually issues a report called the Quantitative Analysis of Investor Behavior (QAIB). [read post]
9 Jan 2009, 5:43 am
Jerry Kalish over at Retirement Plan Blog points out that the independent, non-partisan research group Employee Benefit Research Institute (EBRI) has re-launched and updated its website. [read post]
11 Dec 2006, 8:52 am
A few short notes of interest from a weekend of reading: • Jerry Kalish has nice things to say about (and agrees with) my recent post concerning the Second Circuit’s decision - correct in my view - precluding summary plan... [read post]
30 Mar 2007, 3:12 am
Jerry Kalish at the Retirement Plan Blog points us to two solutions when that error is made. [read post]
29 Aug 2007, 6:32 am
Jerry Kalish at the Retirement Plan Blog reports that employee stock ownership plans (ESOPs) are becoming scarce. [read post]
28 Apr 2009, 5:14 am
Thanks to Jerry Kalish (National Benefit Services & Retirement Plan Blog) for sending us a link to this map of the anticipated staggered recovery for the various U.S. metropolitan areas. [read post]
5 Dec 2008, 1:11 pm
From Jerry Kalish's Retirement Plan Blog comes word of this National Bureau of Economic Research article by Robert Novy-Marx and Joshua Rauh, The Intergenerational Transfer of Public Pension Promises. [read post]
17 Oct 2006, 9:23 pm
Levin Agency, Inc,presentsPension Protection Act of 2006 : Challenges and Opportunities (3 hours CE credit applied for) Speakers: Jerry Kalish, National Benefit Services, Inc. [read post]
20 Feb 2008, 11:13 am
The update below features a wide range of legal news - and some from outside the law, like those authored by Jerry Kalish and Greg Price - to give you something to read during the lunch hour. [read post]
9 Jul 2008, 7:52 pm
(3 hours CE credit approved for Illinois Insurance Producers) Speakers: Jerry Kalish, National Benefit Services, Inc. [read post]
28 Aug 2012, 5:46 pm
Our presentation follows: The New Retirement Plan Fiduciary Environment More PowerPoint presentations from Jerry Kalish [read post]
