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 …

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. …

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

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 …

4 days ago · "The changes set to take effect on January 1, 2026 once again increase the employee benefit and contribution caps established by the PFL program.... PFL benefits are separate and …

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

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 …

Jul 28, 1995 · However, the election of one of these special limits is irrevocable, and once made, prohibits the employee from electing one of the other special limits over the employee's lifetime. …

Gallagher In January, the Departments of Labor, Health and Human Services, and the Treasury (the Departments) issued FAQs Part 69, which provides additional guidance relating to the gag clause …