Search for: "Jerry Kalish" Results 61 - 71 of 71
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29 Aug 2007, 6:32 am
Jerry Kalish at the Retirement Plan Blog reports that employee stock ownership plans (ESOPs) are becoming scarce. [read post]
26 Aug 2007, 11:55 am
Retirement expert Jerry Kalish at the Retirement Plan Blog points out that it isn't just defined benefit plans that large employers across the country are terminating - it's ESOP's as well. [read post]
21 Aug 2007, 6:00 am
Jerry Kalish of The Retirement Plan Blog expanded on my post involving Document Retention and Electronic Discovery to discuss record retention under ERISA.The post has a Q & A with basic information on document retention for ERISA plans. [read post]
16 Aug 2007, 12:39 pm
.'s Jerry Kalish gives an overview of S corporations, owner compensation and qualified retirement plans. [read post]
5 Aug 2007, 1:45 pm
 In the Retirement Plan Success Blog, Jerry Kalish of National Benefit Services, Inc. shows how an old American diet phrase can be applied to the daily lives of financial service professionals. [read post]
2 Aug 2007, 11:44 am
Here are some of the conversations taking place in the LexBlogosphere today, August 2: In the Retirement Plan Blog, Jerry Kalish from National Benefit Services, Inc. highlights retirement age in the eyes of the IRS. [read post]
29 Jul 2007, 4:24 pm
It's July 29, and here is some of the discussion In the LexBlogosphere today: Jerry Kalish at the Retirement Plan Blog gives tips on understanding the complicated rules of Individual Retirement Accounts (IRAs). [read post]
23 Dec 2006, 6:33 am
Jerry Kalish, over at Retirement Plan Blog, is reminding employers how important it is to make sure employees are treated as employees for tax and benefits purposes. [read post]
11 Dec 2006, 8:52 am
A few short notes of interest from a weekend of reading: • Jerry Kalish has nice things to say about (and agrees with) my recent post concerning the Second Circuit’s decision - correct in my view - precluding summary plan... [read post]
17 Oct 2006, 9:23 pm
Levin Agency, Inc,presentsPension Protection Act of 2006 : Challenges and Opportunities (3 hours CE credit applied for) Speakers: Jerry Kalish, National Benefit Services, Inc. [read post]
11 Oct 2006, 9:10 am
Jerry Kalish has a terrific post, drawing on a law firm white paper, about the potential ERISA liabilities of financial advisors and others who manage or otherwise help to run company 401(k) plans. [read post]