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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
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
BenefitsLink® Health Welfare Plans Newsletter for August 28, 2025 "This report provides information on selected health provisions that have expired or are scheduled to expire during the 119th Congress (i e , calendar years 2025 and 2026) For purposes of this report, expiring provisions are defined as portions of law that are time-limited and will lapse once a statutory deadline is reached, absent further legislative action The expiring provisions included
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