Search for: "Integrity Consulting 401(k) Plan"
Results 1 - 20
of 102
Sorted by Relevance
|
Sort by Date
5 Feb 2024, 10:00 pm
Benchmarking your 401(k) plan is the process of evaluating if the services provided to the plan, its investment and management fees, are competitive with other plans, services, and investments of a similar size or type. [read post]
15 Mar 2022, 11:19 am
The Importance of Estate Planning Regardless of which retirement accounts (401(k), SEP, SIMPLE, IRAs, HSAs) you select, it is wise to integrate them into your estate planning. [read post]
30 Apr 2023, 8:00 am
Contact Heritage Legal for a free consultation to discuss updating your estate plan with a compassionate estate law firm in Palm Springs, CA. [read post]
31 Jan 2022, 7:14 am
Lawfare’s benefits include a 401(k) plan with 3% company contribution, health and dental care with premiums fully paid by Lawfare, 10 paid holidays per year, and unlimited paid sick and pre-approved vacation leave. [read post]
18 Dec 2017, 5:18 am
In addition to impacting contribution limits permitted to defined benefit, 401(k) and other defined contribution and other plans, the changes can impact the definition of highly compensated employees, discrimination testing, plan funding and a broad range of employee benefit, compensation, tax, payroll, union or other contracting and other concerns for employers, employee benefit plan sponsors, fiduciaries, administrators, payroll, plan and other… [read post]
28 Jul 2017, 6:00 am
DOL Fiduciary Rule: Impact and Action Steps Posted by Maureen Gorman and Lennine Occhino, Mayer Brown LLP, on Friday, July 21, 2017 Tags: 401(k), Conflicts of interest, Contracts, DOL, ERISA, Fiduciary rule, Investment advisers, Retirement plans, Securities regulation The Leidos Mixup and the Misunderstood Duty to Disclose in Securities Law Posted by Matthew C. [read post]
14 Dec 2017, 4:16 pm
The new Final Disability Claims Rule will apply to all disability determinations made under any ERISA-covered plan after December 31, 2017, regardless of how the plan characterizes the benefit or whether the plan is a health or other welfare, pension, 401(k) plan or other savings plan. [read post]
10 Jan 2018, 1:30 pm
Based on EBSA’s previously adopted Patient Protection and Affordable Care Act (“ACA”) group health plan claims and appeals rules, the new Final Disability Claims Rule will apply to all disability determinations made under any ERISA-covered plan after March 31, 2018, regardless of how the plan characterizes the benefit or whether the plan is a health or other welfare, pension, 401(k) plan or other savings plan. [read post]
2 Jun 2014, 2:32 pm
Integrating and consolidating benefit plans for mergers and acquisitions. [read post]
9 Feb 2023, 2:02 am
” Then an employer’s integrated HSA and 401(k) solution automatically invests the most effective way possible. [read post]
4 Jun 2020, 1:20 pm
Employers and plan administrators should consult legal counsel when considering how to satisfy the disclosure requirements under ERISA and whether to utilize the Safe Harbor. [read post]
21 Aug 2015, 6:07 pm
Even when not a fiduciary, however, insurance, administrative services or other plan vendors and consultants also should keep in mind that employers and fiduciaries that incur unexpected excise tax or other liability for an improperly designed or administered plan are likely to look to the consultants and brokers, administrative or other services or other vendors or advisors they relied on to help design or administer the group… [read post]
29 Dec 2023, 11:41 pm
Opt for Qualified Retirement Accounts Prioritize contributing to qualified retirement accounts recognized under federal and state laws, such as 401(k)s, IRAs, or pension plans. [read post]
30 Dec 2022, 3:16 pm
Furthermore, the employer’s decision to count A.B. exiting the 401(k) audits project against her was possibly additional proof of discrimination. [read post]
20 Feb 2009, 2:00 am
Reynolds Tobacco Company, 247 F.R.D. 488 (M.D.N.C. 2008), the defendant employer eliminated two stocks from the company’s 401(k) plan investment lineup as part of an overall plan restructuring. [read post]
20 Feb 2009, 2:00 am
Reynolds Tobacco Company, 247 F.R.D. 488 (M.D.N.C. 2008), the defendant employer eliminated two stocks from the company’s 401(k) plan investment lineup as part of an overall plan restructuring. [read post]
20 Feb 2009, 2:00 am
Reynolds Tobacco Company, 247 F.R.D. 488 (M.D.N.C. 2008), the defendant employer eliminated two stocks from the company’s 401(k) plan investment lineup as part of an overall plan restructuring. [read post]
31 May 2014, 9:07 am
Integrating and consolidating benefit plans for mergers and acquisitions. [read post]
20 Mar 2019, 10:00 am
When she was going over this with her client, she was really surprised to learn that the reason why the 401(k) election didn’t take is because there is no checks and balances or any kind of integrated system. [read post]
13 Apr 2015, 8:00 am
” In addition to the payment, HealthSouth agreed to a five-year corporate integrity agreement. [read post]
