Attorneys Doll Lank and Kathleen Bass of KLB Benefits Law Group break down the critical role employee benefits attorneys play in helping employers and plan sponsors correct compliance mistakes. They reveal the most common errors, including payroll and missed deferral issues, and emphasize why retaining plan documents is essential for audit defense.
Fee Oversight and Fiduciary Process – The Importance of Periodic Review of Service Providers
In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas Bass from KLB Benefits Law Group discuss the critical responsibilities employers hold when managing retirement plans. They emphasize that even with hired professionals, the ultimate accountability lies with the employer.
The conversation delves into the roles of third-party administrators, investment advisors, and record keepers, highlighting the importance of constant oversight and the risks of neglecting these duties. The hosts also provide insights into the costs associated with plan services, how to ensure fees are reasonable, and the benefits of having a plan committee to oversee operations. Listeners will gain valuable knowledge on how to effectively manage their retirement plans, ensuring compliance and optimal performance.
17 Sept 2026
Navigating Cycle Four Restatements for Defined Contribution Plans
In this episode of Employee Benefit Plans and Business Sense, hosts Doll Lank and Kathleen Salas Bass from KLB Benefits Law Group delve into the complexities of cycle four restatements for defined contribution plan sponsors. They explain the importance of restatements, which incorporate amendments into a new plan document, and discuss the specific timelines and requirements set by the IRS.
The episode highlights the critical role of pre-approved plan documents and the IRS’s advisory letters, which guide plan sponsors through the restatement process. Listeners will gain insights into the necessary steps to ensure compliance, the potential consequences of missing deadlines, and the importance of consulting benefits counsel. This episode is essential for employers and plan sponsors looking to stay compliant and effectively manage their employee benefit plans.
3 Sept 2026
Don’t Leave Money On the Table—Defined Contribution Plan Tax Credits (Part Two)
Doll Lank and Kathleen Salas Bass interview Tali Vaughn, exploring defined contribution plan tax credits and enhancing employee financial wellness.
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Questions about Employee Benefit Plans and Business Sense
Who hosts Employee Benefit Plans and Business Sense?
Doll Lank and Kathleen Salas Bass and Kathleen Salas-Bass host the show. Published by The Legal Podcast Network (LPN).
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does Employee Benefit Plans and Business Sense take guests?
Yes. Guests have been identified in episode analyses.
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