Search for: "Greg Daugherty and Rich Helmreich"
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6 Aug 2020, 7:08 am
By Rich Helmreich An Employee Stock Ownership Plan (ESOP) can be a great option for small business owners looking for a tax-advantaged way to sell their business. [read post]
22 Apr 2020, 7:45 am
By Greg Daugherty, Deb Boiarsky, Victoria Hanohano-Hong and Rich Helmreich The Coronavirus Aid, Relief and Economic Security (CARES) Act, authorizes employers to increase loan limits, delay loan repayments and make distributions to qualifying participants with certain COVID-19 related circumstances. [read post]
22 Sep 2021, 12:35 pm
If you have any questions about lifetime income illustrations, please contact Greg Daugherty or Rich Helmreich. [read post]
13 May 2021, 7:56 am
By Rich Helmreich and Greg Daugherty The U.S. [read post]
19 Jul 2021, 7:35 am
By Greg Daugherty, Dave Tumen and Rich Helmreich The Internal Revenue Service (IRS) recently updated its Nonqualified Deferred Compensation Audit Techniques Guide (NQDC). [read post]
24 Mar 2020, 8:48 am
By Greg Daugherty, Dave Tumen and Rich Helmreich Unintended consequences are a fact of life. [read post]
12 Oct 2020, 6:58 am
By Greg Daugherty and Rich Helmreich Much of the employee benefits news this year has related to the Coronavirus Aid, Relief, and Economic Security (CARES) Act, particularly with respect to the greater flexibility it provided 401(k) plan participants with respect to requesting in-service distributions and loans. [read post]
28 Feb 2022, 10:17 am
By Greg Daugherty and Rich Helmreich But just how big of a win is it? [read post]
20 Sep 2023, 12:35 pm
By Greg Daugherty and Rich Helmreich This summer, the Securities and Exchange Commission (SEC) approved final Dodd-Frank clawback policy listing requirements for both the NYSE (NYSE Listed Company Manual Section 303A.14) and Nasdaq (Nasdaq Listing Rule 5608). [read post]
11 Dec 2023, 5:00 am
By Rich Helmreich and Greg Daugherty Effective Jan. 1, 2024, employers who sponsor 401(k) plans must allow employees who work at least 500 hours a year over a period of consecutive years (“long-term part-time” or “LTPT employees”) to be eligible to make deferrals into the plan. [read post]
21 Mar 2022, 7:35 am
By Greg Daugherty and Rich Helmreich ESOPs are increasingly a popular succession planning vehicle, and well they should be. [read post]
