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 …

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.

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 …

Nov 13, 2024 · Once the annual open enrollment season closes, beneficiaries may only make changes to their health plan or benefit program within 90 days after a qualifying life event (QLE). Table 2 lists …

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

ANSWER: For purposes of determining if your company is subject to employer shared responsibility, you must measure your workforce by counting all your employees—but, as explained below, there …

The Third Circuit Court of Appeals ruled that ERISA does not bar the estate of a deceased 401 (k) plan participant from suing the participant's ex-spouse to recover benefits distributed to her as the named …

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 …