Tax Law

Recent Posts

The Supreme Court Decision in LaRue v. DeWolff, Boberg & Associates
Posted on 4 Jun 2008 by Jayne Zanglein

Jayne Zanglein, J.D., Visiting Instructor of Business, Marketing and Business Law at Western Carolina University and noted author, analyzes the implications of the ruling in the much anticipated Supreme Court case of LaRue v. DeWolff, Bober & Associates... Read More

Tags: ERISA

Covered Service Provider Disclosures
Posted on 9 Jan 2013 by Harvey L. Frutkin

by Harvey L. Frutkin, J.D. Partner: The Frutkin Law Firm, PLC, Phoenix, Arizona. ... The furnishing of goods, services, or facilities between a plan and a "party in interest" to the plan is generally prohibited under ERISA. [ERISA §... Read More

Rendering Retirement Plan Investment Advice for a Fee
Posted on 23 May 2011 by Jayne Zanglein

Every retirement plan governed by the Employee Retirement Income Security Act (ERISA) must be established and maintained pursuant to a written agreement that must provide for one or more "named fiduciaries" who have the authority to control... Read More

  • Blog Post: The Supreme Court Decision in LaRue v. DeWolff, Boberg & Associates

    Jayne Zanglein, J.D., Visiting Instructor of Business, Marketing and Business Law at Western Carolina University and noted author, analyzes the implications of the ruling in the much anticipated Supreme Court case of LaRue v. DeWolff, Bober & Associates which holds that a participant can sue under...
  • Blog Post: Rendering Retirement Plan Investment Advice for a Fee

    Every retirement plan governed by the Employee Retirement Income Security Act (ERISA) must be established and maintained pursuant to a written agreement that must provide for one or more "named fiduciaries" who have the authority to control and manage the operation and administration of the...
  • Blog Post: Covered Service Provider Disclosures

    by Harvey L. Frutkin, J.D. Partner: The Frutkin Law Firm, PLC, Phoenix, Arizona. ... The furnishing of goods, services, or facilities between a plan and a "party in interest" to the plan is generally prohibited under ERISA. [ERISA § 406(a)(1)(C)]. As a result, a service relationship...