Can my employer have ownership interest in the bank that handles our 401k?

This certainly raises a number of legal issues and risks (fiduciary liability, prohibited transactions, etc.) that a company sponsoring a 401k plan...

I am looking for advice from a lawyer regarding ERISA Rights

You should check the Summary Plan Description (aka "SPD") for your 401(k) plan. Under ERISA, you have the legal right to get it, and it should...

Additional tax returns preparation charges due to a faulty W-2

I would suggest that you try contacting the HR department of your employer to explain the situation, as they might offer you some...

You will need to update your IRS Form W-4 information on file with your employer. I'd suggest contacting your HR department as a first...

According to our New Jersey trust agreement, the trustee was obligated to distribute a certain percentage of the trust to me

I agree with the previous attorney responding that it is likely to be more effective (and save you time and money) if you consulted with a Trust...

My mother's will names me as executor. My sister is subtly pressuring me to renounce executorship & give it to her. Should I?

If your Mom resided in SC, then probate must occur in SC. (PA courts won't probate it, nor would any other states.) I agree with the previous...

I need a probate attorney and can't afford the ones I have spoken too.

If you are the personal representative of the estate (i.e., executor) then you can have the estate hire a probate attorney and legal expenses may...

Do i owe money for an appointment my wife made with a lawyer to discuss her moms estate?

If your wife is the personal representative of the estate, then it would seem like it might be most appropriate for the estate of the deceased to...

Settlement of 401K funds

Divorce/separation itself is not grounds for a hardship withdrawal, however you may still be eligible for a hardship withdrawal. Or as a...

Good morning : concerning ( 401-k ).

You can get free legal advice and assistance on this kind of issue from the U.S government. I suggest contacting the local office of the...