Alex Maged and Jodi Epstein publish an article in Bloomberg Tax Concerning 401k Plan Forfeitures
PDF09.17.2024
Bloomberg Tax
In the article, Retirement Plan Sponsors Must Protect Against Forfeiture Suits, Alex and Jodi offer best practices and novel strategies that plan sponsors can adopt to protect themselves against a recent wave of litigation over the use of forfeiture funds in 401(k) plans.