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.
Wolters Kluwer's ftwilliam.com Launches New Form 5330 e-Filing ...
Mar 3, 2025 · 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 …
Deceased Participant's 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 …
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 …
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 …
Text of IRS Notice 2015-7: Proposed Relief for Charter School ...
Jan 25, 2015 · 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 …
BenefitsLink® Retirement Plans Newsletter for October 1, 2025
Oct 1, 2025 · Hand-picked links to the web's best news articles, official guidance, jobs, webcasts and more.
IRS Clarifies "Substantial Risk of Forfeiture" Under Internal Revenue ...
The IRS issued proposed regulations to clarify the application of Code section 83, which provides that property transferred in connection with the performance of services is included in the …
The Difference Between 'Settlor' and 'Fiduciary' Functions
Dec 14, 2021 · "In deciding a plan's provisions, an employer or other plan sponsor need not ground its choices on an ERISA fiduciary's exclusive purpose of providing the plan's benefits …
ERISA Settlement Enforced, Fees Awarded -- Even After the …
Aug 28, 2025 · "Kimberly admitted she initialed the distribution terms and didn't claim fraud or any mutual legal mistake. Her objections didn't challenge the substance of the deal -- just side …