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Retirement › Risk Management

Farella Braun + Martel LLP

Navigating Charitable Bequests: Risks and Rewards for Early Planning

Farella Braun + Martel LLP on

Charitable bequests are an essential aspect of philanthropic planning for high net worth individuals. When engaging in conversations with philanthropic clients, it is crucial to help them determine suitable assets for...more

Dechert LLP

ESG Snapshot: Overview of the EU Directive on the activities and supervision of institutions for occupational retirement provision...

Dechert LLP on

What is IORP II? Directive (EU) 2016/2341 on the activities and supervision of institutions for occupational retirement provision, widely referred to as IORP II, sets out minimum harmonization rules for financial...more

Morgan Lewis - ML Benefits

IRS: Show Me the Signatures for Qualified Plan Documents

Morgan Lewis - ML Benefits on

Tax laws have long required that qualified retirement plans timely adopt written plan documents and amendments. But what evidence must a plan sponsor provide to an IRS auditor to prove that they have timely adopted a written...more

Carlton Fields

Managing the Risks of a Mobile Workforce

Carlton Fields on

Retiring after 30 years with the same company is rare today. The symbolism of a retirement party and a gold watch will be lost on generations as frequent employee transition between companies becomes the norm. ...more

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