Project planning documents are often used in many companies, particularly for team projects. An example of a project planning document is a team charter, which outlines the goals, responsibilities and ...

Plan sponsors have a fiduciary duty to operate in accordance with the plan document, but an ERISA attorney shares common cases when mistakes are made. The Employee Retirement Income Security Act ...

Editor’s note: To help CPAs meet the needs of older clients, the PFP Section has chosen to focus on elder planning as a thought leadership topic. This is the third in a series of articles about ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Everyone understands the need for certain critical estate planning ...

Many employers do not realize that welfare plans also require written plan documents and are shocked when they learn that their welfare benefit plans are not in compliance with the Internal Revenue ...