Legal News

On April 7, the City of Oakland Planning and Building Department released findings and determinations implementing the construction-related section 13(f)(v) of the County of Alameda’s March 31 shelter-in-place order No. 20-04 (“County Order”). The...By: Wendel Rosen LLP

On April 7th, the City of Oakland released findings and determinations implementing the construction-related section 13(f)(v) of the County of Alameda’s March 31st shelter-in-place order No. 20-04. Specifically, during the shelter-in-place, the...By: Wendel Rosen LLP

Entrepreneurs' relief (ER) provides for a lower rate of capital gains tax (10 percent) to be paid when disposing of all, or part, of a business, or shares or securities in a personal company, or shares from an EMI scheme, where certain criteria are...By: Katten Muchin Rosenman LLP

Last night the Prime Minister ordered: - people to stay at home, except for very limited purposes; - closure of non-essential shops and community spaces; and - the banning of gatherings of more than two people in public....By: Katten Muchin Rosenman LLP

As of March 18, 2020, eleven Bay Area and neighboring counties have issued Shelter-in-Place orders, including Alameda, Contra Costa, Marin, Monterey, San Francisco, Santa Clara, Santa Cruz, San Mateo, and Sonoma counties. Each county issued its own...By: Wendel Rosen LLP

When fee disclosure regulations were implemented, there were a few industry chicken littles that suggested that the disclosures would be a race to zero and only the cheapest providers would win out. History has proven that while fees have gone down,...By: Ary Rosenbaum

Investment Company Institute conducted a study that shows that 56% of Defined Contribution plan participants agree that they probably wouldn’t save for retirement if they didn’t have a plan at work....By: Ary Rosenbaum

I’ve been an ERISA attorney for 21 years, so like the J.K. Simmons character in the Farmers Insurance commercials, I know a thing or two because I’ve seen a thing or two. I’ve seen quite a few things including things that were something out of the...By: Ary Rosenbaum

The SECURE Act created much-needed change to the safe harbor non-elective contributions, making it more of a weapon to combat failed discrimination testing. Previously, a plan sponsor could only adopt the non-elective contribution prior to the Plan...By: Ary Rosenbaum

As a plan sponsor, you need to make sure that participant beneficiary forms are up to date. It’s not enough that you make sure that every participant has filled one out, you also have to make sure that they’re updated. Family lives and situations...By: Ary Rosenbaum