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6 Aug 2020, 7:08 am by Rich Helmreich
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]
8 Apr 2020, 12:49 pm by Rich Helmreich
By Rich Helmreich As COVID-19 cases continue to mount nationwide, so have lawsuits relating to fallout from the virus. [read post]
25 Mar 2020, 6:09 am by Rich Helmreich
By Rich Helmreich We have all felt the tremendous impacts to our workplaces and daily lives following the COVID-19 outbreak We’ve also watched the daily press conferences announcing new legislation and executive orders, but what happens next? [read post]
20 Aug 2020, 7:42 am by Rich Helmreich
By Rich Helmreich Once a taxpayer reaches age 72 (or age 70 ½ if the taxpayer reached age 70 ½ prior to 2020), the Internal Revenue Code requires owners of most retirement accounts to withdraw minimum distributions (RMDs) from those accounts. [read post]
25 Jul 2011, 10:20 am by Brian Hall
This blog – edited by my partners Ann Caresani and Rich Helmreich – will provide the latest information in a wide range of areas related to Employee Benefits including: ERISA and employee benefits litigation Health care reform Retirement plans Audits and correction Benefits issues related to mergers and acquisitions Employee Stock Ownership Plans (ESOPs) ERISA fiduciary compliance Health and Welfare Plans Nonqualified Deferred… [read post]
25 Jul 2011, 12:22 pm by Robert J. Tannous
This blog – edited by my partners Ann Caresani and Rich Helmreich – will provide the latest information in a wide range of areas related to Employee Benefits including: ERISA and employee benefits litigation Health care reform Retirement plans Audits and correction Benefits issues related to mergers and acquisitions Employee Stock Ownership Plans (ESOPs) ERISA fiduciary compliance Health and Welfare Plans Nonqualified… [read post]
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 by Greg Daugherty and Rich Helmreich
If you have any questions about lifetime income illustrations, please contact Greg Daugherty or Rich Helmreich. [read post]
5 Sep 2014, 11:58 am by Ann Caresani
Panelists: Rich Helmreich, PartnerPorter WrightBarry Lubow, Vice President and General CounselDLZ CorporationBob Lyon, PresidentLyon VideoArt DeCrane, CEO FST Logistics, Inc. [read post]
20 Mar 2020, 8:15 am by Rich Helmreich
By Rich Helmreich There have been a number of helpful blogs recently from our colleagues at Porter Wright aimed at helping businesses navigate the COVID-19 outbreak. [read post]
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]
20 Sep 2023, 12:35 pm by Greg Daugherty and Rich Helmreich
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]
12 Oct 2020, 6:58 am by Greg Daugherty and Rich Helmreich
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]
11 Dec 2023, 5:00 am by Rich Helmreich and Greg Daugherty
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
By Greg Daugherty and Rich Helmreich ESOPs are increasingly a popular succession planning vehicle, and well they should be. [read post]