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15 Feb 2024, 2:45 pm by Jules M. Haas
  These items may include bank accounts, security or other financial accounts, real estate interests, various retirement accounts such as individual retirement accounts, pensions and 401(k) plans, and business interests in partnerships or limited liability companies. [read post]
15 Feb 2024, 6:00 am by Public Employment Law Press
”New York state pensioner Ralph Gritman retired from the Nassau County Clerk’s Office in 1992 and moved to Wyoming from Pennsylvania with his son, Timothy Gritman, in August 2017. [read post]
15 Feb 2024, 6:00 am by Public Employment Law Press
”New York state pensioner Ralph Gritman retired from the Nassau County Clerk’s Office in 1992 and moved to Wyoming from Pennsylvania with his son, Timothy Gritman, in August 2017. [read post]
13 Feb 2024, 6:00 am by Public Employment Law Press
About the New York State Common Retirement Fund The New York State Common Retirement Fund [Fund]  is one of the largest public pension funds in the United States. [read post]
13 Feb 2024, 6:00 am by Public Employment Law Press
About the New York State Common Retirement Fund The New York State Common Retirement Fund [Fund]  is one of the largest public pension funds in the United States. [read post]
12 Feb 2024, 7:11 am by Steven Cohen
Overview: ERISA Expert Witness testimony allowed because the court ruled that the expert was qualified because she is a pensions lawyer who has represented plan sponsors, plan administrators, and service providers. [read post]
12 Feb 2024, 6:07 am by Kevin LaCroix
  But defined benefit health plans are different from defined contribution retirement plans in several key ways, as we discuss below. [read post]
8 Feb 2024, 4:30 am by Eric B. Meyer
The second exception applies to workers 65 years of age, who, for the two years immediately before retirement, are employed in a bona fide executive or higher policymaking position, if such employee is entitled to an immediate nonforfeitable annual retirement benefit from a pension, profit-sharing, savings, or deferred compensation plan, or any combination of such plans, of the employer of such employee which equals, in the aggregate, at least $44,000. [read post]
7 Feb 2024, 1:01 am by Richmond Cariaga
Estate Planning for Retirement Accounts and Pensions Estate planning for retirement accounts and pensions in New Jersey involves navigating both federal laws, such as the Employee Retirement Income Security Act (ERISA) and state-specific regulations. [read post]
5 Feb 2024, 9:05 pm by Melissa Bredbenner
According to the agency, the model state rule does not apply to pension or welfare plans, and the Securities and Exchange Commission’s rule does not cover advice about workplace retirement plans. [read post]
2 Feb 2024, 7:40 am by Mark Keenan
Pension Sharing vs Pension Offsetting: Benefits and Drawbacks Explained Pensions are an essential part of retirement planning, and they can be a valuable asset for couples. [read post]
2 Feb 2024, 6:04 am by Mark Keenan
Long-Term Financial Planning After a pension sharing order has been implemented, it is important to consider long-term financial planning. [read post]
1 Feb 2024, 7:22 am by Katelynn Minott, CPA & CEO
When it comes to private healthcare plans in Brazil, expats can choose between international plans, local Brazilian plans, or travel insurance plans. [read post]
30 Jan 2024, 10:30 am by Sherica Celine
New Practical Guidance Content Paid Leave for All Workers Policy (IL) Retirement Plan Mergers and Spin-Offs Cybersecurity for Retirement Plans Resource Kit Retirement Plan Policies and Procedures Resource Kit SECURE 2.0 Act Implementation Timeline for Retirement Plan Sponsors ERISA Fiduciary Concerns Relating to Cybersecurity: Theft of Plan Assets Minimum Funding Requirements for Defined Benefit Pension… [read post]
30 Jan 2024, 2:15 am by Tammy Binford, Contributing Editor
Provide employees with financial literacy skills to ensure they have a realistic plan to provide retirement security. [read post]