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Incentive Programs - Are They Subject to ERISA?

Posted by Paul D. Woodard | Jun 06, 2017 | 0 Comments

Most company health and retirement benefit plans are subject to the regulations set forth under the Employee Retirement Income Security Act of 1974 (ERISA). However, other benefits programs, including employer bonus or incentive programs, are set up with the understanding that ERISA does not appl...

The Divorce/Legal Separation Is Final, But You’re Likely Not Done Yet: A Checklist For Getting Your QDRO Prepared Correctly The First Time

Posted by Corey F. Schechter | May 12, 2017 | 0 Comments

Contributing Author: Dianne Schechter, Paralegal The divorce process is full of details, stress, and decisions.  After the divorce is final, you and your divorce lawyer cannot drop the ball and ignore performance under the terms of the final judgment.  If your final divorce decree or marital set...

Mid-Year Changes to Your Safe Harbor Plan

Posted by Paul D. Woodard | May 11, 2017 | 0 Comments

The Internal Revenue Code (IRC) has nondiscrimination requirements for 401(k) retirement plans subject to the annual actual deferral percentage (ADP) test. However, plan sponsors can avoid ADP testing for their 401(k) plan through meeting the requirements for a safe harbor plan. A safe harbor 401...

Build a Better 401(k)

Posted by Corey F. Schechter | May 09, 2017 | 0 Comments

Most 401(k) participants sit through a single presentation by their company's retirement plan representative. They fill out a few forms, designate a beneficiary, and allocate their contributions to a few selected plans. After that, they may never take any action involving their 401(k) plan again....

The Hunt for the Missing Pension Plan Participant

Posted by Paul D. Woodard | May 08, 2017 | 0 Comments

Pension plan sponsors owe a fiduciary duty to plan participants. As part of their fiduciary duty, plan sponsors must act prudently and run the plan solely in the interest of participants and beneficiaries. Some plan sponsors may forget that this duty extends to vested participants even after they...

National Small Business Week, April 30 to May 6: Successful Retirement Strategies for Small Business Owners – Your Future is NOW!

Posted by Paul D. Woodard | May 02, 2017 | 0 Comments

Contributing Author: Kristine M. Custodio, Advanced Certified Paralegal Since it is National Small Business Week, I will be focusing my blog posts this week on empowering the small business owner for success throughout the life cycle of their business. According to the Small Business Administrat...

Wills for Heroes

Posted by Paul D. Woodard | May 01, 2017 | 0 Comments

Butterfield Schechter LLP is proud to support our local first responders. I along with members of our support team will be volunteering at the local Wills for Heroes event on May 20th. For more information about Wills for Heroes, click here.

Don't Have a Will? What Happens to Your Estate?

Posted by Paul D. Woodard | Apr 18, 2017 | 0 Comments

Many people make the mistake of thinking that a will is only necessary for individuals with complex estate plans. This is a common misconception. However, there is a reason that a will is one of the simplest estate planning tools available to Californians. Anyone can benefit from having a last wi...

5 Steps to Avoid Family Inheritance Disputes

Posted by Paul D. Woodard | Apr 12, 2017 | 0 Comments

Estate plans are set up to ensure family members will be provided for after a loved one passes away. Unfortunately, in spite of the decedent's best intentions, disputes involving a family inheritance can tear a family apart. Family estate disputes can be caused by a number of issues. Disputes can...

PIN Rejections While E-Filing

Posted by Paul D. Woodard | Apr 10, 2017 | 0 Comments

After spending hours of time plugging in numbers on a tax website or using tax-prep software, you are finally ready to submit your return. Before you can submit your return, you are prompted to enter your PIN number. However, a few hours later, you get a notice that your return was rejected becau...

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