WRMarketplace


When Opportunity Knocks: Planning for the Harmonic Convergence of High Volatility, Low Interest Rates, and a Looming Sunset

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-06 was written by Jonathan M. Forster, Partner; Jennifer M. Smith, Counsel; Michael P. Vito, Counsel; and Jonathan A. Schwartz,…

SECURE Act Expands Opportunities for “Open MEP” 401(k) Plans

Topics: SECURE Act

The WRMarketplace is created exclusively for AALU members by experts at Troutman Sanders and the AALU staff. WR Marketplace #20-05 was written by Jim Earle, Constance Brewster, and Chris Stock. The AALU WR Newswire and WR Marketplace are published by the AALU as part of the Essential Wisdom Series, the trusted source of actionable technical...

The SECURE Act Is Here, Now What Do We Do? 

Topics: SECURE Act

The WRMarketplace is created exclusively for AALU members by experts at Troutman Sanders and the AALU staff. WRMarketplace #20-03 was written by Jim Earle, Constance Brewster, and Chris Stock. The AALU WR Newswire and WR Marketplace are published by the AALU as part of the Essential Wisdom Series, the trusted source of actionable technical and...

Legacy and Retirement Planning Considerations After the SECURE Act

Topics: SECURE Act

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #20-02 was written by Michael P. Vito, Counsel, and John F. DeStefano, Associate, Baker & Hostetler LLP. The AALU WR…

Year-End Planning Considerations

This WRMarketplace was created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #19-21 was written by Lindsay R. DeMoss D’Andrea, Staff Attorney, and Jennifer M. Smith, Counsel. The AALU WR Newswire and...

409A Failure Leads to Employee Lawsuit Against Employer: Lessons Learned

This WRMarketplace was created exclusively for AALU members by experts at Troutman Sanders and the AALU staff. WR Marketplace #19-20 was written by Jim Earle and Harrison Taylor. The AALU WR Newswire and WR Marketplace are published by the AALU as part of the Essential Wisdom Series, the trusted source of actionable technical and marketplace...

Legacy Management: A Fresh Look at an Age-Old Business.

The WRMarketplace is created exclusively for AALU members by experts at Baker Hostetler LLP and the AALU staff, led by Jonathan M. Forster, Partner, Rebecca S. Manicone, Partner, and Carmela T. Montesano, Partner. WR Marketplace #19-19 was written by Jonathan M. Forster, Partner, John F. DeStefano, Associate, and Jennifer M. Smith, Counsel, BakerHostetler. The AALU…