Two questions were at the heart of an retirement plan court case involving an ESOP distribution that was decided in 2018:
When is a retirement plan distribution a distribution?Is a retirement plan distribution subject to state law or the federal ...
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Retirement Plans Blog
Pension Investing: A Bird’s Eye View, Part II
In Part I of this article, we explained how you, as a retirement plan trustee (or the administrative committee responsible for investing plan assets), can better find your way through the fiduciary forest of competing pension plan investments if ...
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ERISA Reporting And Disclosure Requirements: Eight Common Mistakes To Avoid
One: Failure to file notice of a blackout period.
ERISA reporting and disclosure requirements can be daunting. Retirement plans must provide a notice to plan participants if the participants' ability to direct their investments in the will be ...
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It’s Alive – Posthumous QDROs
A small item in the Pension Protection Act of 2006 (PPA) revived the viability of qualified domestic relations orders (QDROs) entered after the death of a participant. This should concern family law attorneys, employers, plan administrators and ...
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Automatic Enrollment – Time To Plan & Act
Saving for retirement is an important issue facing employers and employees alike. With Social Security's long-term viability in question, employees must be actively involved in creating their own retirement nest egg. One of the best ways an employee ...
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Third Party Administrator Agreements: What To Include
Once you've gone through all the trouble and expense of figuring out what types of retirement plan administration services you require and the specific type of TPA that will best meet those needs, you need to have a clear and comprehensive written ...
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