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.
Read moreTax: Retirement Plan Problems and Resolutions Sheryl Bayani-Alzona, Speaker
Date: September 17, 2013
Time: 12:00-1:00 p.m.
Read moreYou’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.
Read moreBy 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?
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.
Read moreSheryl Bayani-Alzona
Click on the link below for information on a Live Webinar panel discussion entitled:
What ESOP Participants Should Know about Law, Regulation, and the Courts
July 23, 2013 (9:30 am-10:30 am Pacific)
President Obama’s Fiscal Year 2014 budget contains a provision which proposes to eliminate the Internal Revenue Code Section 404(k) deduction, which allows a deduction for dividends paid on certain employer securities. The ESOP Association expressed disappointment with this proposal.
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