ERISA’s Midlife Crisis
On ERISA's 40th birthday, a growing chorus of voices say the landmark retirement income security law needs an overhaul.
Bank of America Settlement Ends Mortgage Crisis Lawsuits? Not So Fast
Following a Supreme Court directive, a federal appeals court ruled a lawsuit on behalf of several credit unions over mortgage-backed securities could proceed.
Whistleblowers Abroad Not Protected Under Dodd-Frank, Court Rules
A federal appeals court dismissed a case brought by a whistleblower in China, saying Dodd-Frank's anti-retaliation rules didn't apply overseas.
Securities Class-Action Awards Jumped 46% in 2013
Securities class-action awards jumped to $4.8 billion, mainly driven by six mega-settlements. A case pending in the Supreme Court could dramatically curb future actions.
Supreme Court Examines Company-Stock Retirement Plans
Fifth Third Bancorp v. Dudenhoeffer could open the door for more lawsuits aimed at companies offering their own stock in 401(k)s.
15 Key Health Care Act Provisions That Begin in 2014
The Patient Protection and Affordable Care Act was signed by President Obama on March 23, 2010, but 2014 is the year when most core pieces of PPACA will be activated, effecting many of your clients' health care planning.
Same-Sex Marriages Now Recognized for Federal Tax Purposes
The IRS ruling applies regardless of whether a couple lives in a jurisdiction that recognizes same-sex marriage or in one that does not.
10 Wealth Planning Tips for a Post-DOMA World: Aspiriant
Aspiriant LLC has provided this checklist to help the RIA's 40-plus advisors nationwide re-set the clock with clients whose lives will change as a result of DOMA’s repeal.
8 Big Estate Battles of the Rich and Famous
Nothing sets friends and family at each others’ throats more than an old-fashioned fight over money. Make it a dispute over a will and the fun really begins.
IRAs: In General
Individual Retirement Accounts are highly popular tools for contributing funds that grow on a tax deferred basis. Depending on the type of IRA, the accumulation can be tax free.