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- Article: Are Your Pension Benefits Safe from Creditors?
ERISA's anti-alienation protection will not protect benefits once they have been distributed outside of the retirement plan In contrast to retirement plans, IRAs are maintained by individuals and are not governed or protected by ERISA SEPs, or Simplified Employee Pensions, are similar to IRAs except they are set up by small employers
- BenefitsLink® Health Welfare Plans Newsletter for April 16, 2025
For employee benefits practitioners: the best news articles, analysis, official guidance, jobs, webcasts and more, hand-picked on April 16, 2025
- 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
- Groom Earns Top Rankings in the 2025 US Legal 500
Groom Law Group (“Groom”) has once again earned national recognition for its leadership in benefits, retirement, and health law by The Legal 500 US in 2025 As a result of comprehensive research, including feedback from clients and peers, Groom has been ranked among the country’s top law firms across all core practice areas
- Update on Participant Benefit Statements Required by the Pension . . .
Defined benefit plans generally are required to furnish statements once every three years The first statement is not required until the 2009 plan year However, some employers might want to avail themselves of an alternative procedure which would require a statement by December 31, 2007 4 CONTENT REQUIREMENTS
- DOL Guidance on Pension Benefit Statements
Administrators of DB plans only have to furnish Statements once every three years, so the first Statement generally would be due for the 2009 plan year However, if the plan wants to send an annual notice about the availability of Statements instead of furnishing a Statement every three years, FAB 2006-03 provides the first such notice must be
- 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
- BenefitsLink® Health Welfare Plans Newsletter for July 28, 2025
"[The plaintiff] achieved substantial success, but the courts drew a clear line: once the plan reversed its denial and paid the claims, the remaining litigation did not justify further fee recovery The case highlights the importance of focusing fee petitions on work that demonstrably contributes to obtaining or securing benefits under the plan "
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