Form 5500 and Other Retirement/Benefit Plan Reminders and Developments
It is that time of year again. The IRS Form 5500 for calendar year retirement and welfare plans is due to be filed by July…
ReadBecky Davis has over 12 years of paralegal experience in Idaho with an emphasis on litigation support and case management. She focuses on commercial litigation, products liability, insurance litigation, family law and estate planning. Becky provides support through all phases of litigation, including document management and data organization for complex cases and drafting pleadings and discovery. She assists with preparing discovery, reviewing discovery responses, and obtaining and organizing records for discovery purposes used for depositions, hearings, and trial. Becky also assists in the preparation of pleadings, briefs, and interviewing and managing witnesses. She performs legal research, witness and client interviews, deposition preparation, and preparation for hearings, mediations, and trial. Mrs. Davis also has experience with Health and Welfare matters and appellate matters in the Idaho Court of Appeals, Idaho Supreme Court, and the U.S. Ninth Circuit Court of Appeals.
Boston University, Paralegal Certificate, 2012
It is that time of year again. The IRS Form 5500 for calendar year retirement and welfare plans is due to be filed by July…
ReadThe Idaho Legislature, together with Governor Little, passed some major legislation during the 2022 session ending in late March.
ReadAs I reported in an article earlier this year, the 2021 Idaho Legislature passed a “work-around” for the $10,000 federal limit on an individual’s deduction…
ReadThe annual Form 5500 due date is again fast approaching for most employee benefit plans. The Form 5500 is a required annual filing that must…
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