News & Analysis as of

Qualified Retirement Plans Roth IRA Individual Retirement Account (IRA)

Jackson Lewis P.C.

Countdown to Compliance: What Employers Need to Know About New York’s Secure Choice Savings Program

Jackson Lewis P.C. on

New York has officially joined the growing list of states requiring certain private employers to offer retirement savings options. The New York Secure Choice Savings Program (Secure Choice or the Program) is moving closer to...more

Offit Kurman

Equal Shares, Unequal Outcomes: Estate Planning Strategies for Parents and their Qualified Retirement Accounts

Offit Kurman on

Typically, a parent wishes to treat their children equally in their estate plan and presumes they will achieve this goal by dividing all their assets into equal shares upon their death. Accordingly, they will designate their...more

Pullman & Comley, LLC

What Now? Estate Planning in 2022

Pullman & Comley, LLC on

After months of speculation, 2022 began with no new federal estate and gift tax legislation.  As the proposed legislation wended its way through the legislative process in 2021, the major proposed changes to federal estate...more

Orrick, Herrington & Sutcliffe LLP

California Employers with Qualified Plans Not Subject to New Secure Choice Program

On September 29, 2016, California Governor Brown approved significant amendments to the 2012 California Secure Choice Retirement Savings Trust Act ("Secure Choice"). Secure Choice is intended to provide Roth IRAs and...more

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