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Shad Fagerland

Articles 11 - 14 of 14

401(k) Plans, Coronavirus, Personal Finance, Wealth Management
Shad Fagerland | 3.30.2020

The Cares Act and Its Effect on Retirement Plans

Learn what provisions of the Coronavirus, Aid, Relief, and Economic Security (CARES) Act will have an effect on retirement plans.

401(k) Plans, SECURE Act
Shad Fagerland | 1.28.2020

SECURE Act – Treatment of Custodial Accounts on Termination Of Section 403(b) Plans

Learn about the changes implemented by the SECURE Act of 2019 including changes to the termination of 403b Plans.

401(k) Plans, SECURE Act, Wealth Management
Shad Fagerland | 1.28.2020

SECURE Act – Multiple Employer Plans and Pooled Employer Plans

Learn about key details of the SECURE Act including changes to multiple employer plan "bad apple" rule.

Benefits, Due Diligence , Mergers and Acquisitions, Tax
Shad Fagerland | 12.14.2018

Employee Benefits Due Diligence in Mergers and Acquisitions

When conducting due diligence in connection with a potential merger or acquisition, companies too frequently treat employee benefits as an afterthought.

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