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6 Apr 2007, 12:48 pm
And if you’re a plan sponsor whose plan is subject to an ERISA audit, selecting a... [read post]
30 Sep 2004, 11:00 pm
The OIG published its FY 2005 Work Plan on October 12. [read post]
6 Jun 2022, 10:00 pm
As the US Department of Labor (DOL) continues to contemplate the role of environmental, social, and governance (ESG) considerations in ERISA plan investing, ESG issues surrounding retirement plans are cropping up in another way: as a target for proxy vote proposals that seek to require companies to evaluate their ESG commitments in retirement plans. [read post]
6 Jun 2022, 10:00 pm
As the US Department of Labor (DOL) continues to contemplate the role of environmental, social, and governance (ESG) considerations in ERISA plan investing, ESG issues surrounding retirement plans are cropping up in another way: as a target for proxy vote proposals that seek to require companies to evaluate their ESG commitments in retirement plans. [read post]
22 Dec 2015, 2:00 pm
Estate planning involves both deciding how to divide up assets after death as well as life planning.... [read post]
14 Jun 2024, 12:03 pm
For childless couples, estate planning presents a unique set of opportunities and challenges. [read post]
8 Feb 2018, 5:53 am
Here is the abstract: Planned unit developments, also called planned communities, are a major development type. [read post]
22 Jul 2016, 6:00 pm
If you plan on moving to a new state, then you need to consider the new state’s rules governing your estate planning documents and taxes. [read post]
13 May 2013, 12:45 pm
At the time separate estate planning counsel for spouses struck me as a bit much. [read post]
5 Apr 2016, 6:00 pm
The White House is currently moving forward with its plan to impose controversial cuts to employer-based Medicare Advantage plans. [read post]
9 Mar 2015, 6:00 am
The Estate Planning Society of Kansas City, the Financial Planning Association of Greater Kansas City, and University of Missouri Kansas City School of Law are presenting the Kansas City Estate Planning Symposium, April 23-24, 2015, at the Overland Park Convention... [read post]
30 Oct 2014, 7:02 am
Some of the key adjustments for defined contribution plans (including 401(k), 403(b), 457 and profit sharing plans) include: The maximum salary deferral…Read more › [read post]
21 May 2019, 9:00 am
It is important to have a plan and important to keep it up to date. [read post]
11 Dec 2018, 9:00 am
An estate planning attorney in your new state of residence should go over your estate plan. [read post]
5 Nov 2014, 8:40 am
LAND USE PLANNING Assistant/Associate Professor Nohad A. [read post]
30 Oct 2014, 7:02 am
Some of the key adjustments for defined contribution plans (including 401(k), 403(b), 457 and profit sharing plans) include: The maximum salary deferral…Read more › [read post]
21 Aug 2014, 6:00 am
A comprehensive on-line estate planning toolkit service called Final Roadmap can assist with various estate planning needs, including storing and sharing estate planning documents. [read post]
24 Jan 2023, 9:08 am
Since preparing to pay your taxes is time-consuming and requires thoughtful organization, it can be the perfect time to also work on your estate plan with a competent estate planning […] The post Why Not Combine Tax Time With Estate Planning? [read post]
27 Jun 2011, 9:22 pm
In Indiana, Planned Parenthood will stop treating Medicaid... [read post]
4 Dec 2018, 9:00 pm
Now that two weeks have passed since the Internal Revenue Service released its proposed hardship regulations, most defined contribution plan sponsors have determined which changes to their plan's hardship programs (if any) will be effective beginning January 1, 2019 (for calendar year plans), and which changes will be postponed. [read post]
