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Financial Management >> Retirement & Pension Planning

Retirement & Pension Planning

Succession Planning

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Paul, Margery. Cross-tested plans, also called new comparability plans, are 401(k), profit sharing and money purchase pension plans that provide significantly higher employer contribution rates for owners and executives. Paul succinctly clarifies how...
http://www.quantilex.com/art200110012.htm
U.S. Department of Labor.
http://www.dol.gov/dol/topic/retirement/fiduciaryresp.htm
Brennan, William F. This three-part article focuses on the valuation of U.S. law firms and covers the legal marketplace, law firm financial records and valuation methodologies.
http://www.altmanweil.com/index.cfm/fa/r.resource_detail/oid/bbb300e7-5cdd-4d72-bc29-81ff21a22929/re
esource/Law_Firm_Valuation__Parts_I_II_and_III.cfm
Heathfield, Susan M. Profit sharing: Definition, plus strengths and weaknesses of this type of plan.
http://humanresources.about.com/od/glossaryp/g/profit_sharing.htm
Gallagher, Stephen P. Today firms face a shortage, not a surplus, of talented lawyers. To compete they will need to replace the traditional concept of retirement with flexible options to keep lawyers of all ages working productively and happily. Here are
http://www.abanet.org/lpm/magazine/articles/v33/is8/pg30.shtml
Cotterman, James D. Discussion, including tables with figures, re economics of preparing for retirement. Nov 2003
http://www.altmanweil.com/dir_docs/resource/4a559bf7-c1bf-4af2-b8fe-d5c4d77af89b_document.pdf
Cotterman, James D. Overview of issues impacting retirement and planning: financial assets, succession, transition, managment, leadership and clients. Nov 2003
http://www.altmanweil.com/dir_docs/resource/2a71e350-b53f-4d07-8666-762ad5f79c88_document.pdf
Bower, Ward. Discussion of rationale for UOs, impact on firm, and reduction / elimination of UOs. May 2002
http://www.altmanweil.com/dir_docs/resource/354fb9d3-34f0-4294-8fb9-9ca48a1eacc3_document.pdf
U.S. Department of Labor.
http://www.dol.gov/dol/topic/retirement/smallbusiness.htm
U.S. Department of Labor.
http://www.dol.gov/dol/topic/retirement/typesofplans.htm
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