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4 Jun 2019, 2:00 am
As of March 1, 2017, according to other BLS data: 63% of employees in pension plans were in active plans; 25% were in soft-freeze plans (closed to new hires); and 12% were in frozen plans. [read post]
16 Nov 2023, 10:05 am
Implement the plan according to the established timeline. [read post]
10 Jul 2017, 5:42 am
Planning ahead can save you money. [read post]
15 Nov 2007, 7:08 pm
And because of the competitive nature of the retirement plan market, "must-haves" are "can-haves" even for the smallest plan sponsor. [read post]
12 May 2017, 10:00 am
You must plan. [read post]
10 Aug 2011, 6:32 am
Instead, the August 8, 2011 letter from the Superintendent's legal counsel indicated the Superintendent now plans to submit the proposed order and plan on or about August 26, 2011. [read post]
29 Jul 2012, 3:23 pm
(For more on the estate planning process readers should explore Estate Planning Mistakes: 5 Not So Easy Pieces) The point here is that children need to help their parents in getting their financial and estate plan in order. [read post]
10 Sep 2024, 5:00 am
Working with a qualified estate planning attorney ensures your plan is legally sound and tailored to your unique needs. [read post]
2 Jan 2020, 7:07 am
While 76% of people that responded said that they understood why estate planning is important, only 40% of these people actually had plans in place. [read post]
5 Jul 2022, 3:49 pm
While some people make the mistake of thinking that only the wealthiest individuals need estate plans, everyone including people of modest means need estate plans to achieve their estate planning goals. [read post]
9 Apr 2024, 9:31 am
On 9 April 2024, the Transition Plan Taskforce (TPT) published the final set of transition plan resources to help businesses unlock finance for net zero. [read post]
5 Jul 2022, 3:49 pm
While some people make the mistake of thinking that only the wealthiest individuals need estate plans, everyone including people of modest means need estate plans to achieve their estate planning goals. [read post]
9 Jul 2020, 11:29 am
While an estate plans should be a priority for any individual or family, an estate plan is even more critical for those in long-term relationships with someone whom they are not married to. [read post]
2 May 2020, 7:55 am
One of the most difficult parts about successful estate planning is that countless myths persist about how to plan for your future. [read post]
29 Jul 2013, 7:32 am
The federal regulations that govern 401k plans require that 401k plans do not discriminate against employees, so plans must have uniform rules and the rules must be applied in a uniform manner. [read post]
30 Oct 2013, 9:28 pm
Regardless of the substantial value held in these retirement plans, like 401k plans and defined benefit plans, many couples mishandle these accounts in their divorce by either ignoring them or improperly dividing them. [read post]
30 Aug 2010, 10:45 am
Does your firm’s disaster plan include what to do regarding random acts of violence? [read post]
19 Dec 2011, 5:32 pm
While year end estate planning tips #1, #2 and #3 focused on gifting opportunities, tip #4 gets back to the basics - if you don't have an estate plan, then make it your new year's resolution to get one. [read post]
28 Jun 2013, 4:30 am
The matter of postmortem planning is something to take into consideration when you are planning ahead for the inevitable. [read post]
8 Feb 2017, 10:00 am
Planning for both is complex, but not impossible. [read post]