Take a participant-directed plan where employees make § 401(k) contributions throughout the year, matching contributions are made quarterly, and profit sharing contributions are made once a year. …

Jan 25, 2015 · 16 pages. "Section III of this notice describes the guidance under consideration, which would provide that employees of a public charter school may participate in a State or local retirement …

The Department of Labor (DOL) has issued Field Assistance Bulletin 2006-03 (December 20, 2006) to provide guidance on the new requirements for defined benefit and defined contribution plans to …

Mar 10, 2025 · Press Release All Americans Gain Access to TIAA Lifetime Income Annuities Issued by TIAA Mar. 10, 2025 More than 55 million Americans don’t have access to a retirement plan at work …

Your assets held in retirement plans are generally safe from creditors, even if you are involved in a bankruptcy action.

Apr 16, 2025 · Health & Welfare Plans Newsletter April 16, 2025 [Official Guidance] Text of Executive Order: Lowering Drug Prices by Once Again Putting Americans First

Jul 28, 1995 · However, the election of one of these special limits is irrevocable, and once made, prohibits the employee from electing one of the other special limits over the employee's lifetime. …

Nov 13, 2024 · Once the annual open enrollment season closes, beneficiaries may only make changes to their health plan or benefit program within 90 days after a qualifying life event (QLE). Table 2 lists …

In other words, the IRS has not addressed whether plans can be amended to remove the distribution triggers once they are added. Plan sponsors should consider this ambiguity before moving forward …

4 days ago · "Because ERISA is a remedial statute grounded in trust law, and because fiduciaries exclusively control the information necessary to assess causation, the burden of proof on causation …