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9 Oct 2023, 11:00 pm by Sherica Celine
Read now » Related Content Rabbi Trust Use this template for a rabbi trust that follows the IRS-established model rabbi trust language in Rev. [read post]
This includes checking and savings accounts, money market funds, investments, trusts, stocks, bonds, securities, qualified education benefits, and child support payments. [read post]
24 Sep 2023, 9:01 pm by renholding
  Specifically, these laws are similar in type to the scores of state statutes that impose various restrictions on the ability of state actors (including pension funds and procurement offices) to do business with Iran or Sudan or with parties who refuse to do business with Israel. [read post]
19 Sep 2023, 9:08 am
Using a Qualified Domestic Relations Order (QDRO) to divide these assets will allow funds to be withdrawn and transferred without being required to pay taxes or penalties. 2. [read post]
18 Sep 2023, 6:17 pm by Francis Pileggi
Vice Chancellor Travis Laster’s August 31 opinion refused to dismiss a pension fund’s derivative breach of duty and waste of assets charges, finding that, viewed as a whole, the suit contained enough particularized allegations supporting multiple reasons to believe the directors’ actions were not entitled to the protection of the business judgment rule or exculpation—due to indications of bad faith conduct. [read post]
Pension Fund Fraud Losses May Require The Help of A Trusted Broker-Dealer Negligence Law Firm JPMorgan, Goldman Sachs, UBS and Morgan Stanley Settle Stock-Lending Lawsuit For $499M For over 30 years, Shepherd Smith Edwards and Kantas (investorlawyers.com) have been representing pension funds and other institutional investors in pursuing damages caused by broker fraud or negligence. [read post]
30 Aug 2023, 9:55 am by Jane Turner
Officers had been promoted and allowed to retire with their pensions. [read post]
17 Aug 2023, 6:30 am by Public Employment Law Press
Working together we ensured the pension fund was protected, restitution was paid and justice was served. [read post]
17 Aug 2023, 6:30 am by Public Employment Law Press
Working together we ensured the pension fund was protected, restitution was paid and justice was served. [read post]
15 Aug 2023, 9:01 am by Cynthia Marcotte Stamer
The American Bar Association Real Property Probate and Trust Section Employee Benefits Committee invites you to catch up on a briefing on newly proposed rules and other guidance on the Mental Health Parity and Addiction Equity Act (‘MHPAEA”) by participating in its free monthly membership call on Friday, August 18, 2023 at Noon Central Time conducted by SLP author and publisher employee benefits attorney Cynthia Marcotte Stamer, along with fellow employee benefit… [read post]
14 Aug 2023, 12:29 pm by Vercammen Law
It is suggested that your Will include a clause which provides that in the event your spouse predeceases you, or is unsuitable or ceases to act as Guardian of the person and property of your minor children, you appoint a trusted family member or close friend to act as successor Guardian of the person and property of your minor children.TrusteeSelect a trusted person, a close relative or friends, who will invest and hold your children's money. [read post]
2 Aug 2023, 7:00 am by Rania Combs
It must: Be irrevocable; Funded only with a pension, Social Security, or other income of the individual; Contain a provision that the State of Texas will receive all funds that remain in the beneficiary dies, up to an amount equal to the total assistance paid by Medicaid on behalf of the beneficiary. [read post]
11 Jul 2023, 12:04 pm
There may be a short waiting period after the designator’s death before the bank or credit union releases funds, but probate is not a requirement. [read post]
16 Jun 2023, 4:55 am by Katelynn Minott, CPA & CEO
The reach of PFIC reporting includes virtually any type of foreign-based pooled investment fund, including investment trusts, exchange-traded funds (ETFs), foreign corporations, and even insurance plans or pension schemes. [read post]
12 Jun 2023, 1:51 am by Mark Keenan
Your ex would be entitled to claim against any future property you purchase, any savings, pension funds you build up and so on. [read post]