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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
- 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
- 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
- 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
- IRS Updates List of Defined Contribution Plans Submitted for . . .
"The fourth remedial amendment cycle (RAC) list is for defined contribution plans submitted from February 1, 2024, to August 25, 2025, and covers the 2023 Cumulative List Once the reviews are complete the list will contain the letter serial numbers and date The list includes: [1] the name of the Pre-approved Plan Provider, [2] the file folder number (FFN) assigned to each plan, [3
- DOL Guidance on Pension Benefit Statements
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 furnish participants and beneficiaries with regular pension benefit statements
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