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Fwd: Final reminder: Manage storage so files aren’t deleted tomorrow
It's worth logging in to see how much space you have and are using. I think this is your personal dropbox account, not the one for the firm. That might be part of the login trouble. The free plans
Re: CUIS - Kimberly Daigle
Hi Dan – Hope you are doing great. We need the following amendment for Kim's SERP plan: Kim is retiring early (6/1/26) and leaving 53.34% vested CUIS has agreed to additional funding based on
New Time Proposed: 60 minute call — Demi Gilmore
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FW: Steve Leonard/Benny Stover- Quarterly Review Account call and Annual Review SERP with Ryan Millman/Alexander Yaffe (PearlMeyer)
Hi Dan, please see below. Tidal is unwinding Kathy Talbot's 0% vested plan. We are looking to get an amendment and/or documentation to properly document the unwind per the below structure: Reduce
Kurt Barwis - NLG premium due 5/10/26
Thanks, yes we will need to start funding the escrow accounts to ensure there are no issues with the transition to UConn. Adding Ray who will be responsible on a going forward basis. Kurt Kurt A.
RE: FRMCU <> Acumen SERP Meeting Email 2 of 2
Matt and Samantha, Great speaking with you today. Per my previous email, Christine will be in touch shortly regarding the ABX investments. Also, @Dan Sherman can draft a 457(f) agreement for your Board
Biesterfeld Legacy Trust - Tax Return
Fantastic, thanks for following up! On May 7, 2026 at 9:34:42 AM, Andrew Grocott <Andrew.Grocott@jtcgroup.com> wrote: Morning, Dan! I just received a reply from Graff Ltd.. The tax return is in
Executive Retention Plan Implementation for Dr. Breece and Mr. Smith
Sounds great, talk to you then! On May 6, 2026 at 1:28:22 PM, "Yaffe, Alexander" <alexander.yaffe@pearlmeyer.com> wrote: Sure. I'll try calling you at 4pm eastern. Best, Alexander
Re: TrailHead CU
Hi Mike, I never got confirmation that the plan was signed, so I haven't filed anything with the DOL. -- Dan Sherman 612 - 799 - 4310 The New Firm, Ltd. On May 5, 2026 at 7:19:21 PM, Mike Miele
non-profit design
Thank you Garrett: I have also run 150 125 as he is looking budget same with his Committee. Best Joe From: Garrett Pasternak <garrett.pasternak@vanbridge.com> Sent: Tuesday, May 5, 2026 9:27 AM
2026 Annual Report - Biesterfeld Legacy LLC
Good afternoon Dan, I am assisting Attorney Jordan Veurink with the 2026 Annual Report for Biesterfeld Legacy LLC. Attached is a copy of the Articles of Organization for same. Please review and confirm
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