News & Analysis as of

Employee Benefits Financial Planning

Roetzel & Andress

Physician Employment Agreements: Focus on Financial Planning

Roetzel & Andress on

This week on the #HealthLawHotSpot, Host Ericka Adler, Roetzel shareholder and Health Law Practice Group Leader, is joined by special guest Justin Harvey, Certified Financial Planner, and founder of APM Wealth. Their...more

Gerald Nowotny - Law Office of Gerald R....

HIPPER THAN HIP

Nowotny On Death and Taxes podcast episode #36 Hipper than Hip introduces the corporate sponsored malta pension plan. Learn more about the powerful 401(h) medical plan #maltapensionplan #nonqualifieddeferredcompensationplan...more

Gerald Nowotny - Law Office of Gerald R....

“HIPPER THAN HIP” Introducing the Corporate Sponsored Malta Pension Plan

Over the last two years I have written extensively about the Malta Pension Plan (MPP) as an alternative to the Roth IRA. Like a Roth IRA, the MPP is an individual Plan but unlike a Roth IRA, it does not have a contribution...more

Gerald Nowotny - Law Office of Gerald R....

ROCK OF AGES video

Rock of Ages - The Arithmathean Pension Plan is a creative idea on how to use a pooled income fund as a version of non-qualified deferred compensation. Provide a lifetime annuity of tax-free distributions for key employees!...more

Gerald Nowotny - Law Office of Gerald R....

ROCK OF AGES - THE ARITHMATHEAN PENSION PLAN

Podcast episode #25 speaks to using the pooled income fund for non-deferred compensation planning. Provide key employees with a lifetime income of tax-free distributions. ...more

McDermott Will & Emery

[Webinar] ESOP Focus: Deliberate Decision-Making | Going Concerns And Future Planning - May 7th, 2:00 pm - 3:00 pm ET

McDermott Will & Emery on

The decisions you make in response to the global pandemic will have lasting impacts on your business and your workforce. Join members of our ESOP team each Thursday for this webinar series designed to help you navigate and...more

Robinson & Cole LLP

Connecticut Focuses on Fiduciary Standards for Municipal Plans

Robinson & Cole LLP on

Connecticut has been focused on the fiduciary standards of financial planners and retirement plan administrators in the wake of the now-defunct Department of Labor "fiduciary rule." With the goals of creating both...more

Gray Reed

Employee Benefits – Do Employers Owe a 401(k) Fiduciary Duty?

Gray Reed on

Back in July, we discussed how Jed Clampett of Mama’s Fried Pies caused his VP of marketing Elly May to suffer exorbitant taxes due to a deferred bonus that he offered.  This month, Jed finds himself again in the grease with...more

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