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Happy Memorial Day from KLB Benefits Law Group
Wishing you a good holiday weekend filled with remembrance and time spent with loved ones. KLB Benefits Law Group offices will be closed in observance
Well, You’re Stuck with that Plan Now
There are so many important parts to a stock acquisition—pricing, holdbacks, who will stay, who will go, contracts, liabilities, and on and on—that employee benefits
Reform of Family Attribution Rules under SECURE 2.0
Good news for spouses who own and run separate businesses—revised family attribution rules under the SECURE 2.0 Act of 2022 (the Act), effective for
No Ifs, Ands, or Buts: All ROBS Plans Must File a Form 5500
In many respects, ROBS plans are a terrific way to fund a new business. But, as we have discussed in prior blog posts, a ROBS
Commit to Compliance: No ROBS Plan is “Plug and Play”
Creating a ROBS plan is tricky, and a whole industry has developed to help business founders avoid key compliance pitfalls—Is the ROBS participant an eligible
Balancing the Risks and Rewards of an In-Plan Roth Conversion of ROBS Stock
If you’ve decided to invest in your new company through its retirement plan, commonly known as doing a “ROBS” transaction, you probably are already aware
KLB Benefits Law Group wishes you a wonderful Presidents’ Day holiday
Our offices will be closed on Monday, February 20th in observance of the holiday
SECURE 2.0 Brings Changes and Opportunities to Plan Correction
In the last few years, the IRS has been broadening the opportunity for self-correction under its Employee Plans Compliance Resolution System (known as “EPCRS”). Recent
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DISCLAIMER
This publication is designed to provide general information on pertinent legal topics. The statements made are provided for educational purposes only. They do not constitute legal or financial advice nor do they necessarily reflect the views of KLB Benefits Law Group or any of its attorneys other than the author. This publication is not intended to create an attorney-client relationship between you and KLB Benefits Law Group. Substantive changes in the law subsequent to the date of this publication might affect the analysis or commentary. Similarly, the analysis may differ depending on the jurisdiction or circumstances. If you have specific questions as to the application of the law to your activities, you should seek the advice of your legal counsel.