Forms
Employee Benefits /ERISA Advisory Report
- Family Law Issues - Employee Benefits/ERISA Advisory Report (Summer 2011) [PDF]
- Family Law Issues - Employee Benefits/ERISA Advisory Report (Fall 2009) [PDF]
Publications
- SPECIAL ALERT: Division of Military Retirement Benefits [PDF]
- Butterfield Schechter LLP Brochure [PDF]
- The Divorce/Legal Separation Is Final, But You’re Likely Not Done Yet: A Checklist For Getting Your QDRO Prepared Correctly The First Time [PDF]
- What Four-Letter Word Motivates Employees, Creates Tax Benefits, and Provides Shareholder Liquidity? ESOP! [PDF]
- ESOP Booklet [PDF]
- Curing Shareholder Liquidity Problems with an ESOP
- White Paper: Counseling the Small Business [PDF]
- The Nuts and Bolts of Pensions/Benefits [PDF]
- Retirement Taxation Update - Understanding Employee Stock Ownership Plans [PDF]
- Retirement Plans, IRA Distributions, Rollovers And Roths (focus on Retirement Plans) [PDF]
- Everything You Need To Know About Listed Transactions Connected With Benefit Plans [PDF]
- Everything You Need To Know About Individual Retirement Account Prohibited Transaction Rules [PDF]
- Everything You Need To Know About Individual Retirement Accounts Except Prohibited Transaction Rules. [PDF]
Articles