Dear Plan Sponsor -
Have you received a letter from the IRS with respect to your retirement plan? If so (or if not, but you want to be prepared in the event you do receive “the letter”), read on....more
The Internal Revenue Service released the cost-of-living adjusted qualified retirement plan limitations effective January 1, 2020. For ease of reference and comparison to prior years, we have placed the adjusted limitations...more
11/8/2019
/ 401k ,
Cost-of-Living Adjustment (COLA) ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
FICA Taxes ,
Individual Retirement Account (IRA) ,
IRS ,
Medicare Taxes ,
Popular ,
Retirement Plan ,
Social Security Administration (SSA) ,
Wage and Hour
We turn once again to the sad and difficult task that plan administrators face when distributing the benefits of a participant who has been murdered by his or her designated beneficiary. Sad for obvious reasons. Difficult...more
2/12/2018
/ Appeals ,
Beneficiaries ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Federal v State Law Application ,
Insanity Defense ,
Interpleaders ,
Pension Funds ,
Plan Administrators ,
Preemption ,
Retirement Plan ,
Slayer Statutes ,
State Law Claims