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12 Feb 2024, 10:00 pm by Sherica Celine
New and Updated Practical Guidance Content SECURE 2.0 Act Implementation Timeline for Retirement Plan Sponsors Minimum Funding Requirements for Defined Benefit Pension Plans Nondiscrimination Testing in 401(k) Plans: ADP and ACP Tests Retirement Plan Mergers and Spin-Offs Nonqualified Retirement Plan Features Checklist Retention Bonus and Change in Control Agreement Not Done Yet—Employee Benefits Plan Transition and Integration Decisions Continue After M&A Transactions Close… [read post]
18 Sep 2011, 7:47 am by David Feldman
Item 9.01(b) of Form 8-K requires pro forma financial information to be included, not just the financial statements of the acquired company. [read post]
23 Jun 2022, 7:33 am by help@sandbergphoenix.com
Participants in 401(k), 403(b), and profit sharing plans with directed investment accounts, along with IRA’s, have been asking: are there alternatives to which I may direct investments? [read post]
30 Dec 2020, 10:00 pm
Morgan Lewis associates Hengyang “Yongo” Ding and Gaeun “Gena” Yoo authored a Bloomberg Tax article about the US Internal Revenue Service’s (IRS’s) final regulations on qualified plan loan offset (QPLO) amounts applicable under 401(k) plans, other qualified 401(a) retirement plans, and 403(a) and 403(b) annuities (collectively, qualified employer plans). [read post]
7 Feb 2008, 10:10 pm
" As previously discussed, the S-B disclosure rules will be eliminated, as well as the small business forms, and small businesses will be required to comply with specific requirements for "smaller reporting companies" in Regulation S-K. [read post]
12 Jul 2014, 10:01 pm by Gary Chodorow
For example, are you seeking to (a) immigrate based on a spouse’s Form I-130, Petition for Alien Relative, (b) get a K-1 visa based on a […] The post Top 11 Ways to Prove a Valid Marriage for Immigration appeared first on U.S. [read post]
26 Sep 2011, 1:12 pm by A Campbell
MANCHESTER, NH - Eldridge Investment Advisors and Baker Newman Noyes will sponsor a workshop for HR professionals and executives responsible for fiduciary oversight of an employer-sponsored defined contribution retirement plan, including 401(k) and 403(b). [read post]
30 Dec 2020, 10:00 pm
Morgan Lewis associates Hengyang “Yongo” Ding and Gaeun “Gena” Yoo authored a Bloomberg Tax article about the US Internal Revenue Service’s (IRS’s) final regulations on qualified plan loan offset (QPLO) amounts applicable under 401(k) plans, other qualified 401(a) retirement plans, and 403(a) and 403(b) annuities (collectively, qualified employer plans). [read post]
30 Dec 2020, 10:00 pm
Morgan Lewis associates Hengyang “Yongo” Ding and Gaeun “Gena” Yoo authored a Bloomberg Tax article about the US Internal Revenue Service’s (IRS’s) final regulations on qualified plan loan offset (QPLO) amounts applicable under 401(k) plans, other qualified 401(a) retirement plans, and 403(a) and 403(b) annuities (collectively, qualified employer plans). [read post]
9 Dec 2021, 3:35 pm by Daily Record Staff
Formerly with Brown Advisory, Gay has more than 20 years of corporate retirement plan consulting experience focused on small- and mid-sized 401(k), 403(b) and defined benefit plans. [read post]
8 Aug 2008, 9:00 pm
In the recent Full Court of the Family Court case of B Pty Ltd and Others v. [read post]