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- Article: Are Your Pension Benefits Safe from Creditors?
Your assets held in retirement plans are generally safe from creditors, even if you are involved in a bankruptcy action
- Wolters Kluwers ftwilliam. com Launches New Form 5330 e-Filing . . .
Batch-Prepare: A new Form 5330 template empowers customers to minimize redundant data entry and reduce manual labor by populating multiple forms at once File Securely: Customers can file with confidence using a secure ftwPortal Pro environment that integrates directly with the IRS’ Modernized e-File (MeF) system
- BenefitsLink® Health Welfare Plans Newsletter for April 16, 2025
Health Welfare Plans Newsletter April 16, 2025 [Official Guidance] Text of Executive Order: Lowering Drug Prices by Once Again Putting Americans First
- Message Boards Digest, as of October 2, 2025 - benefitslink. com
Handy digest of all recently added topics on the BenefitsLink® Message Boards, prepared on October 2, 2025
- Template-Word - . 5 margins - BenefitsLink
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 with adding these rules The Notice makes clear that additional guidance should be forthcoming in the form of regulations
- Liquidation Basis of Accounting in Pension Plan Termination
"Use of the liquidation basis is required once liquidation is imminent In the case of plan termination, liquidation is imminent once an authorized party has approved the termination Any administrative costs incurred to close out the plan will need to be accrued in the financial statements even if the costs are not paid until the subsequent year [E]ntities should proactively prepare
- BenefitsLink® Health Welfare Plans Newsletter for November 19, 2025
On October 25, 2025, the New York City Council once again amended the ESSTA, primarily to: [1] increase the amount of leave and qualifying reasons under the ESSTA; and [2] narrow employer obligations under New York City's Temporary Schedule Change Law (TSCL) in response to the ESSTA's expanded coverage
- Deceased Participants Estate Can Sue to Recover . . . - BenefitsLink
The Third Circuit Court of Appeals ruled that ERISA does not bar the estate of a deceased 401 (k) plan participant from suing the participant's ex-spouse to recover benefits distributed to her as the named beneficiary where she previously waived the right to those benefits as part of their divorce decree
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