40 Years of Experience

Category: BLOGS

Sheryl Bayani-Alzona: ESOP Basics at NCEO

Sheryl Bayani-Alzona will be presenting ESOP Basics: What Do Employees Need to Know? at the National Center on Employee Ownership (NCEO) Seminar at the Ayres Hotel in Costa Mesa, California.

Date and Time: Thursday, September 26, 2013, 10:45 a.m.

Hope to see you there!

NCEO Seminar
Ayres Hotel
325 Bristol Street
Costa Mesa,

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Theirs not to reason why, Theirs but to do and die

By Linda Morra

What are your options when you’re worried that your employer is failing, and if it fails, the government will take over your pension plan, and if that happens, your pension will be cut back significantly, and you’ll be stuck with a smaller monthly benefit instead of a large lump sum distribution?

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A Second Bite at the Apple

You’ve seen the scenario many times before….William participated in his employer’s ERISA 401(k) Plan and designated his wife Adele as his beneficiary. When they divorced eight years later, Adele agreed to waive any and all rights in the Plan. William died nine months later, never having changed his beneficiary designation.

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MCLE Presentation by Sheryl Bayani-Alzona

Tax: Retirement Plan Problems and Resolutions Sheryl Bayani-Alzona, Speaker
Date:  September 17, 2013

Time: 12:00-1:00 p.m.

Location:
San Fernando Valley Bar Association
5567 Reseda Boulevard, Suite 200
Tarzana, CA 91356

One Hour of MCLE Credit

 

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