Searching Content indexed under Retirement, Superannuation & Pensions by Fox Rothschild LLP ordered by Published Date Descending.
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ESOP Light: A Creative Succession Strategy For The Small Business
In reality, ESOP "light" is not an employee stock ownership plan (ESOP) at all. It is a way of structuring a retirement plan to provide many of the benefits of an ESOP, while avoiding all of the complexities and costs of implementing an ESOP.
United States
2 Feb 2017
Supreme Court To Rule On Church Plan Status
In early December, the United States Supreme Court announced that it will hear three consolidated cases to decide whether pension plans established by religiously affiliated employers are entitled to the same treatment as plans established by churches.
United States
31 Jan 2017
IRS Clarifies Required Minimum Distribution Rules For Roth IRA Beneficiaries
Further, the life expectancy rule will apply, without regard to whether distributions, in fact, are made or commenced on a timely basis.
United States
27 Jan 2017
Prospective Retirement Applications: How Soon Is Too Soon?
As avid readers of this blog know, New Jersey's recently amended alimony statute has been the inspiration for many blogs posts as cases interpreting same are coming down the pike.
United States
25 Aug 2016
The Defined Benefit Pension Crisis Is Here And Very Real
This is not a major news story for most Americans, but if you participate in a defined benefit retirement plan, one where you are due to receive regular payments of a fixed amount monthly when you reach retirement; pay heed: Bad things are happening.
United States
24 May 2016
More ROBS Gone Wrong
Finally, the new corporation uses the proceeds of the stock sale to begin the business enterprise.
United States
22 Apr 2016
Required Minimum Distributions: Did You Miss Your Required Beginning Date?
When the failures have occurred beyond the time available for SCP, a plan sponsor should correct the failures through VCP.
United States
22 Apr 2016
PBGC Issues Updates To Reportable Events
VRPs are not required where plans are 100 percent funded.
United States
22 Apr 2016
DOL Releases Final Fiduciary Rule
On April 6, 2016, the U.S. Department of Labor (DOL) released the final version of the investment advice fiduciary regulations that were proposed last April.
United States
21 Apr 2016
Experts Say Final Fiduciary Rule Will Flatten Fees
Michelle M. McCarthy is featured in the Employee Benefit Advisor article, "Experts Say Final Fiduciary Rule Will Flatten Fees."
United States
14 Apr 2016
Mandated Retirement Savings May Be Coming To A State Near You
In 2012, the California legislature enacted SB 1234 that set the stage for the creation of Secure Choice Savings Plans, a state-sponsored retirement program for private employers.
United States
15 Feb 2016
SEC Exam Priorities; It Seems Like Deja Vu All Over Again
Those famous words of the immortal Yogi Berra hold true when it comes to the SEC exam priorities for 2016.
United States
27 Jan 2016
Why Does The SEC Care About Elder Clients
The SEC is conducting an exam sweep that focuses on retirement advice being given to clients of investment advisors and broker-dealers.
United States
30 Dec 2015
Appellate Division Addresses Retirement Application Under Amended Alimony Law
Litigants and family lawyers have eagerly awaited each decision from the Appellate Division that could shed some light on the numerous provisions in the amended alimony law that became effective on September 10, 2014.
United States
10 Nov 2015
Marriage Is An "Adaptive Economic And Social Partnership"; Even After You Have Been Divorced For 19 Years. How Retirement Impacts Present Alimony Obligations
In the recent matter of Perreault v. Perreault, P.P. and R.P. were divorced in 1996, after 22 years of marriage. Following a hearing, the Court ordered R.P. to pay permanent alimony in the amount of $500.00 per week.
United States
5 Nov 2015
High Court Reverses Court Of Chancery In Sanchez Derivative Litigation
Earlier this month, the Delaware Supreme Court reversed a decision of the Delaware Court of Chancery in the matter of In re Sanchez Energy Derivative Litig., No. 702, 2014 (Del. Oct. 2, 2015)...
United States
2 Nov 2015
A Lateral Boom Of Older Lawyers
Murray Shusterman was featured in The American Lawyer article, "A Lateral Boom of Older Lawyers."
United States
4 Aug 2015
401(K) Hardship Withdrawals To Stabilize Post-Divorce Finances
The need to take a "hardship distribution" is not uncommon for many people involved in a divorce.
United States
7 May 2015
Finding a Needle in a Stack of Needles: DOL Makes Hay on Bad Plans
There are more 600,000 retirement plans, millions of health plans, countless welfare plans, etc. The U.S. Department of Labor (DOL) states that the Employee Benefits Security Administration looks over all of these plans.
United States
18 Apr 2015
The DOL Proposes A Fiduciary Duty Rule; Is This The Beginning Of The End
The Department of Labor delivered on a longstanding but controversial promise when it recently proposed a fiduciary duty rule for all brokers who work with retirement accounts.
United States
16 Apr 2015
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