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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
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 December 5, 2025 CVS has once again agreed to pay almost $37 76 million dollars to settle another civil fraud case brought against it by the Department of Justice In the stipulation and order of settlement and dismissal, CVS admits, acknowledges and accepts responsibility for being overpaid by government healthcare programs, over dispensing and refilling
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
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
The Difference Between Settlor and Fiduciary Functions "In deciding a plan's provisions, an employer or other plan sponsor need not ground its choices on an ERISA fiduciary's exclusive purpose of providing the plan's benefits to the plan's participants and their beneficiaries Instead, a sponsor may consider a wide range of purposes and interests That could include choosing provisions that serve an employer's business purposes Once a plan's