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- 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?
- 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
- All Americans Gain Access to TIAA Lifetime Income Annuities
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 Historic expansion of TIAA’s mission gives all Americans access to pension-like guaranteed retirement checks for life Annuitizing a portion of your savings with TIAA Traditional offers between 33% and 43% more
- 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
- Text of IRS Notice 2015-7: Proposed Relief for Charter School . . .
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 system if certain conditions are satisfied Section IV of this notice discusses the potential for broader transition relief for governmental plans once final regulations under Section 414(d) are issued
- Minimum Distribution Requirements - BenefitsLink
Minimum Distribution Requirements (IRAs and Qualified Defined Contribution Plans) An Analysis by Raymond J Rogers President, Distribution Strategies, Inc
- 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
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