Blog Archives

Employee Benefits Update: October/November 2015

This issue’s topics include: Be careful what you toss: Plan record retention requirements Year end notices: Staying on top of the requirements Survey says…Poll highlights what participants think they know When electronic disclosure isn’t enough under ERISA Click Here to¬†Download

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Posted in Employee Benefit Plans

Employee Benefits Update: August/September 2015

This issue’s topics include: 401(k) rollovers: How rollovers to your plan can benefit everyone DOL reproposes ERISA fiduciary investment advice regulations Are you insured? Fiduciary liability insurance can help when problems arise Court finds that plan document trumps beneficiary designation

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Posted in Employee Benefit Plans

Estate Planning Tip: Planning for Estate Taxes and Income Taxes on Business Earnings

When creating a trust to hold a business interest it is important to determine where the money will come from to pay the income taxes associated with the profits of the business allocated to the trust. Sometimes the trust instrument

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Posted in Business Updates, Estate Planning