Aug 22, 2025 · However, once the Fifth Circuit issues its ruling, the QPA calculation methodology could drastically change and the plans and issuers should be ready for that eventuality." MORE >>

Mar 3, 2025 · 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 …

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. …

Discuss with the payroll provider and the record-keeper how best to identify excess amounts before they occur, to the extent possible, and what to do once an excess arises. Confirm whose responsibility it …

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 …

Jan 25, 2015 · 16 pages. "Section III of this notice describes the guidance under consideration, which would provide that employees of a public charter school may participate in a State or local retirement …

Your assets held in retirement plans are generally safe from creditors, even if you are involved in a bankruptcy action.

Mar 10, 2025 · 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 …

Apr 16, 2025 · Health & Welfare Plans Newsletter April 16, 2025 [Official Guidance] Text of Executive Order: Lowering Drug Prices by Once Again Putting Americans First

Jan 17, 2001 · Minimum Distribution Requirements (IRAs and Qualified Defined Contribution Plans) An Analysis by Raymond J. Rogers President, Distribution Strategies, Inc.