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13 Jul 2020, 10:00 pm
The US Department of Labor has issued guidance on private equity in 401(k) plan designated investment alternatives and a proposed regulation on environmental, social, and governance investing. [read post]
27 Jul 2020, 2:17 pm
Employers that are fiduciaries of participant-directed individual account plans (such as 401(k) plans) subject to the Employee Retirement Income Security Act of 1974, as amended (‘Plans” and “ERISA”, respectively) should be pleased with the position taken by the Department of Labor (“DOL”) in an information letter dated June 3, 2020 (the “Letter”) addressing the use of private equity investments in designated investment… [read post]
3 May 2010, 10:44 am
Estate Planning can help avoid family feuds [read post]
28 Feb 2013, 4:00 am
Perhaps with the Obama administration’s “Making Home Affordable” plan in mind, the CFPB announced last week that it was taking the first step to develop a “student loan affordability plan” by issuing a Notice and Request for Information. [read post]
13 Nov 2023, 2:44 am
This goes for regular insurance plans and any of your Medicare plans — Advantage, Supplement, or Part D (drugs). [read post]
7 Sep 2011, 5:26 pm
Funeral planning can be an important part of estate planning for many people. [read post]
14 Jun 2013, 7:07 am
But the longest allowable Chapter 13 plan is five years. [read post]
29 Oct 2008, 8:15 am
In April, defendants were granted a partial dismissal of claims against the Planning Department and Planning Commission because those are not legal entities independent of the county. [read post]
12 Aug 2010, 3:57 am
Many plan sponsors also may need to act quickly to cancel or revise plan design or vendor changes planned or already implemented since March 23, 2010 to position their health plan to qualify for grandfather status. [read post]
15 Mar 2021, 10:29 am
Federal law nevertheless requires plan fiduciaries to act prudently when administering plans. [read post]
13 Sep 2010, 7:38 pm
How are defined benefit plans divided under California law? [read post]
25 Jul 2011, 9:48 am
So when you think about the topic of estate planning you should recognize the fact that yes, you need to plan for the distribution of your assets after your death. [read post]
22 Aug 2023, 4:00 am
The post How to Handle Problematic Beneficiaries in Your Estate Plan appeared first on German Law. [read post]
2 Mar 2016, 7:15 am
Senator Mark Warner spoke a few days ago about his Care Planning Act of 2015. [read post]
17 Jul 2023, 1:58 pm
The post New mixed-use community planned for Mount Airy appeared first on Maryland Daily Record. [read post]
1 Jun 2024, 8:05 am
As estate planning and elder law attorneys, we focus on matters that are of interest to seniors. [read post]
7 Mar 2016, 10:43 am
The post Challenging Estate Plans: Modification of Sumner Redstone’s Estate Plan Prompts Allegation of Mental Incapacity appeared first on Florida Probate Litigation Lawyer Blog. [read post]
10 Jun 2018, 11:39 pm
This article will examine the different types of powers of appointment and how that can impact taxation.Basics of Estate Planning: Powers of Appointment – Part 2 The post Basics of Estate Planning: Powers of Appointment – Part 2 appeared first on Estate Planning Services in Rochester, New York and the Finger Lakes Area. [read post]
5 Jun 2018, 11:36 pm
An upcoming article will examine the tax consequences of powers of appointment.Basics of Estate Planning: Powers of Appointment – Part 1 The post Basics of Estate Planning: Powers of Appointment – Part 1 appeared first on Estate Planning Services in Rochester, New York and the Finger Lakes Area. [read post]
29 Jan 2020, 10:00 pm
Over the last several decades, there has been a distinct shift in private-sector pension plans.2 Companies are moving away from defined benefit plans to defined contribution plans. [read post]