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Retirement › Investment › Tax Planning

Alston & Bird

Navigating the Complexities of VEBA Asset Reallocation: Comprehensive Tax and ERISA Fiduciary Considerations

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Our Employee Benefits & Executive Compensation Group discusses how employers can use voluntary employees’ beneficiary association (VEBA) asset reallocations while meeting ERISA fiduciary obligations....more

Hogan Lovells

What's new in the UK Pensions legal landscape? 24 March 2025

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This update covers: On 20 March last week, the Finance Bill received Royal Assent and became the Finance Act 2025. The provisions relevant to pensions make changes to: Further details are given below....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

People like their 401(k)s

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

According to new research published by the Investment Company Institute (ICI), Americans like their retirement plans. ICI’s research report “American Views on Defined Contribution Plan Saving, 2024” finds that almost 75% of...more

White and Williams LLP

The 12 Days of Year-End Estate Planning

White and Williams LLP on

As the end of 2024 draws near, it’s a great time to review your finances and prepare for a prosperous new year. Whether you’re cozying up by the fire or decorating with family, a little year-end financial planning can help...more

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