Washington Report Marketplace

Zooming into a new age of trust situs

This WR Marketplace was created exclusively for Mehnaz Haq by experts at Baker & Hostetler LLP and the Finseca staff. WR Marketplace #20-21 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the trusted…

The IRS Provides Much Needed Clarity to the SECURE Act and Miners Act Retirement Plan and IRA Rules

Topics: Employee benefits, SECURE Act, Standards of conduct

a Finseca washington report The WR Marketplace is created exclusively for Finseca members by experts at Troutman Pepper Hamilton Sanders LLP and the Finseca staff. WR Marketplace #20-20 was written by Jim Earle and Christopher Stock. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the…

Recent Settlement Highlights Risks Associated with Top Hat Plans

Topics: COLI/BOLI, NQDC

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Troutman Pepper Hamilton Sanders LLP and the AALU/GAMA staff. WR Marketplace #20-16 was written by Jim Earle and Christopher Stock. The AALU/GAMA WR Newswire and WR Marketplace are published by AALU/GAMA as part of the Essential Wisdom Series, the trusted source of actionable technical…

Planning for the Pandemic: Focus on Incapacity

Topics: Estate planning

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Baker & Hostetler LLP and AALU/GAMA staff. WR Marketplace #20-15 was written by Michael P. Vito, Counsel, and Lindsay R. DeMoss D’Andrea, Staff Attorney, Baker & Hostetler LLP. AALU/GAMA WR Newswire and WR Marketplace are published by AALU/GAMA as part of the Essential Wisdom...

Defined Benefit Pension Plans Face Less ERISA Fiduciary Risk Under Recent Supreme Court Decision

Topics: DOL, ERISA, Fiduciary, Qualified Plans

The WRMarketplace is created exclusively for Finseca members by experts at Troutman Sanders and the Finseca staff. WR Marketplace #20-14 was written by Jim Earle and Christopher Stock. The Finseca WR Newswire and WR Marketplace are published by Finseca as part of the Essential Wisdom Series, the trusted source of actionable technical and marketplace knowledge…

A Cautionary Tale on Informal Benefit Arrangements – Standalone Life Insurance Policies

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Troutman Sanders and the AALU/GAMA staff. WR Marketplace #20-12 was written by Jim Earle and Christopher Stock. The AALU/GAMA WR Newswire and WR Marketplace are published by AALU/GAMA as part of the Essential Wisdom Series, the trusted source of actionable technical and marketplace knowledge…

Intergenerational Legacy Planning Opportunities in the Wake of the COVID-19 Crisis

Topics: Estate planning

The WRMarketplace is created exclusively for AALU/GAMA members by experts at Baker Hostetler LLP and the AALU/GAMA staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-11 was written by Michael P. Vito, Counsel and John F. DeStefano, Associate of Baker & Hostetler LLP. The AALU...