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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
  • 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
  • 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
  • All Americans Gain Access to TIAA Lifetime Income Annuities
    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 Historic expansion of TIAA’s mission gives all Americans access to pension-like guaranteed retirement checks for life Annuitizing a portion of your savings with TIAA Traditional offers between 33% and 43% more
  • Update on Participant Benefit Statements Required by the Pension . . .
    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 Might there be an obligation to report at least the § 401(k) contributions made during the year with respect to those statements?
  • Groom Earns Top Rankings in the 2025 US Legal 500
    June 11, 2025 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
  • 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
  • The Cerrado Group Announces Changes at the Top: Ann Slotwinski Retires . . .
    However, the time has come for me to try my hand at retirement once again I would like to express my gratitude to the group for this opportunity and their unwavering support, partnership, hard work and friendship




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