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10 Oct 2016, 9:01 am by Matthew Odgers
Your attorney will also want to check the sufficiency of your plan. [read post]
First, if a plan does not follow the plan’s loan procedures and statutory requirements for making plan loans, EBSA will not treat this as a violation if the failure is solely due to COVID-19. [read post]
3 Jan 2016, 2:06 pm by David Friedman
Some time back, Planned Parenthood was accused of selling fetal organs. [read post]
6 Feb 2015, 10:22 am by Robert Sewell
Wills Without WitnessesThis is the second article in the series, Fatal Estate Planning Mistakes, which focuses on "war stories" regarding common estate planning mistakes, as seen by a probate and trust litigator. [read post]
21 May 2010, 10:15 am by Paramjit L. Mahli
(Strategies and Tactics) In addition, PR plans should contain the budget for the plan, and a method for measuring and documenting the plan’s success, weekly and monthly. [read post]
1 Mar 2011, 7:07 am by Marie L. Oliver
In addition, the PBAOB announced its plans to pursue overdue inspections of overseas audit firms who work with U.S. public companies. [read post]
7 Nov 2018, 1:12 pm by Jules M. Haas
Estate planning in New York can be provided through a number of different documents. [read post]
19 Jan 2021, 6:50 am by McCulloch & Miller, PLLC
Succession planning involves creating a plan for another individual to either own or run the business after the person retires, becomes disabled, or dies. [read post]
31 Jan 2022, 11:36 am by McCulloch & Miller, PLLC
While Texans often have an overview of the estate planning process, most are unclear of the specifics that constitute an estate plan. [read post]
27 Jan 2022, 5:05 am
  Basic Details About You and Your Children Every parenting plan must describe specifically to whom the plan applies. [read post]
28 Oct 2013, 6:00 am by Gerry W. Beyer
Consider creating a complete estate plan including both a will and a trust. [read post]
18 Aug 2021, 10:00 pm
Thankfully, required changes that must be adopted by the end of 2021 are minimal, and many plan sponsors have likely already amended their plans. [read post]
3 Sep 2020, 10:00 pm
Like many of our clients, we have been anxiously awaiting guidance from regulators on pooled employer plans, which may enter the retirement plan marketplace as soon as January 1, 2021. [read post]
20 Aug 2020, 10:00 pm
While the proposed regulations will primarily affect the recordkeepers of qualified plans (which will need to administer the extension), plan sponsors should be aware of the proposed regulations and discuss compliance with their recordkeepers and other paying agents for their qualified retirement plans that allow loans. [read post]