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- DOL Guidance on Pension Benefit Statements
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 furnish participants and beneficiaries with regular pension benefit statements
- Article: Are Your Pension Benefits Safe from Creditors?
Your assets held in retirement plans are generally safe from creditors, even if you are involved in a bankruptcy action
- Update on Participant Benefit Statements Required by the Pension . . .
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 Might there be an obligation to report at least the § 401(k) contributions made during the year with respect to those statements?
- Deceased Participants Estate Can Sue to Recover . . . - BenefitsLink
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 beneficiary where she previously waived the right to those benefits as part of their divorce decree
- 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 April 16, 2025
Health Welfare Plans Newsletter April 16, 2025 [Official Guidance] Text of Executive Order: Lowering Drug Prices by Once Again Putting Americans First
- Understanding 403 (b) Contribution Limits - BenefitsLink
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 Nonetheless, an employee may return to the general limits under sections 403 (b) (2) and 415 (c) at any time
- Groom Earns Top Rankings in the 2025 US Legal 500
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 comprehensive research, including feedback from clients and peers, Groom has been ranked among the country’s top law firms across all core practice areas
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