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Retirement Planning

892 published works

  1. Warner Norcross + Judd LLP

    Trump Accounts: Understanding the new tax-advantaged account for children

    By Warner Norcross + Judd

    The One Big Beautiful Bill Act was signed into law on July 4, 2025, creating a new type of tax-advantaged account for children younger than 18, known as a “Trump…

  2. Wills, Trusts & Estates Prof Blog

    Is Retirement Unhealthy? It Depends.

    By Teddy Groce

    As more Americans live longer and as the population ages, retirement is now measured for many in decades, rather than years. Understanding what that means and how much control we…

  3. Wills, Trusts & Estates Prof Blog

    Why you shouldn’t count on inheriting money for your retirement

    By Teddy Groce

    Over the coming decades, baby boomers and older generations are expected to transfer more than $100 trillion in assets to their heirs, according to some estimates. If your parents or…

  4. Blog - Sackers

    Emma Martin writes for Corporate Adviser

    By Charlotte Bracken

    Emma Martin, senior counsel, shares her insights on how to design a guided retirement default in Corporate Adviser. Making a decision about when and how to take your pension benefits can be…

  5. Global Regulation Tomorrow

    New briefing: Mandatory default pension benefit solutions for DC pots: what do we know so far

    By Lesley Browning, Shane O'Reilly, Giannis Waymouth, Elaine Hiles

    From 2029, guided retirement will shift more responsibility onto trustees and providers, requiring them to identify a suitable default pension benefit solution for members who do not actively choose how…

  6. Florida Condo & HOA Law Blog

    Medicare Made Understandable, with Brian McArthur

    By Donna DiMaggio Berger

    09.30.2026For more episodes of Take It To The Board, click here!Medicare is one of those topics that can make smart, capable people feel lost in minutes, and that confusion gets…

  7. The Retirement Plan Blog

    Roth: Don’t Confuse the Label With What’s Inside

    By Jerry Kalish

    Roth describes how the contribution is taxed; it does not describe what type of contribution it is. When people hear “Roth” in a 401(k) plan, they often think of an…

  8. Employee Benefits

    Employee Benefits and Executive Compensation: Preparing for 2027 — Retirement Plan Developments

    By Constance Brewster, Emily D. Zimmer

    In this episode of Employee Benefits and Executive Compensation: Preparing for 2027, Troutman Pepper Locke attorneys Emily Zimmer and Constance Brewster discuss key retirement plan developments plan sponsors and fiduciaries…

  9. @theBar

    401(k) Basics Lawyers Should Know (Even If You Don’t Practice ERISA)

    By Young Lawyers Section

    Authored by Kairvi Tijoriwala A 401(k) plan can seem like a fairly straightforward retirement savings plan where money comes out each paycheck, an employer might make a matching contribution, and…

  10. HLC - All Publications

    HLC UK Pensions NewsBeat Episode 69

    By Cadwalader Wickersham & Taft

    In this episode of HLC Pensions NewsBeat, Hogan Lovells Cadwalader Pensions partner Claire Southern gives a recap of the last two weeks in the world of pensions. In this episode:…