Search for: "Pension and Retirement Plan"
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8 Dec 2015, 8:41 am
To address what it perceives as significant underfunding in its pension plan, the AFTRA Retirement Fund is actively sending information requests to Joint Policy Committee signatories whose contributions have declined over a three year period. [read post]
8 Dec 2015, 8:41 am
To address what it perceives as significant underfunding in its pension plan, the AFTRA Retirement Fund is actively sending information requests to Joint Policy Committee signatories whose contributions have declined over a three year period. [read post]
8 Dec 2015, 8:41 am
To address what it perceives as significant underfunding in its pension plan, the AFTRA Retirement Fund is actively sending information requests to Joint Policy Committee signatories whose contributions have declined over a three year period. [read post]
8 Dec 2015, 8:41 am
To address what it perceives as significant underfunding in its pension plan, the AFTRA Retirement Fund is actively sending information requests to Joint Policy Committee signatories whose contributions have declined over a three year period. [read post]
21 Jan 2021, 9:45 am
In Iowa, a pension or retirement plan earned during a marriage is considered a joint marital asset of the couple. [read post]
4 Oct 2022, 8:43 am
I am quoted in an excellent article in Pensions & Investments by Robert Steyer on the use of independent fiduciaries when providing employer stock in company retirement plans. [read post]
15 Jan 2015, 7:56 am
In the past few weeks, the IRS has released three publications, regarding divorced or separated individuals (See IRS Publication 504, “Divorced or Separated Individuals” (Doc 2015-663), small business retirement plans (See IRS Publication 560, “Retirement Plans for Small Business” (Doc 2015-664), and pension and annuity income (See IRS Publication 575, “Pension and Annuity Income” (Doc 2015-655),… [read post]
14 Jan 2020, 12:47 pm
My analysis of the November argument in Retirement Plans Committee of IBM v. [read post]
5 Dec 2010, 8:10 pm
Is help at hand for Americans who have had to tap their pension plans and retirement accounts to keep their head above water? [read post]
3 Aug 2023, 8:47 am
A QDRO is a legal document that establishes an alternate payee's right to receive specific benefits from a pension plan or 401(k) plan. [read post]
3 Aug 2023, 8:47 am
A QDRO is a legal document that establishes an alternate payee's right to receive specific benefits from a pension plan or 401(k) plan. [read post]
1 Nov 2018, 8:19 am
The Supreme Court of Canada recently agreed to hear an appeal of a Quebec case that deals with the obligations and rights of a pension plan administrator when a pensioner goes missing. [read post]
19 Jan 2009, 8:20 am
Are you listening plan sponsors and retirement industry? [read post]
16 Jan 2020, 9:49 am
If you have a retirement plan managed by the Illinois Pension Code, you will need a Qualified Illinois Domestic Relations Order (QILDRO). [read post]
21 Aug 2012, 4:52 pm
No one wants to work forever, but the retirement you enjoy will be the retirement you planned for. [read post]
26 Apr 2021, 8:00 am
Relief to Improve Financial Status of Multiemployer Pension Plans Under ARPA, eligible multiemployer pension plans may elect to retain for plan year 2020 or 2021 (known as the “designated plan year”) the zone status that applied to the plan for the prior year. [read post]
14 Feb 2013, 8:43 am
These tips are aimed at qualified retirement plans such as individual retirement accounts, 401(k)s, 403(b)s, and similar plans, which have rules different from “defined benefits” pension plans. [read post]
6 Jun 2023, 6:30 am
Ideally, public pension plans are funded in advance as benefits are accrued, with contributions set aside in a trust that can be used to pay out benefits once a participant retires. [read post]
14 Jun 2018, 11:37 am
Chapters include "Life Changes in Retirement and Before", "Get Your Plan Together", "The Right Investment Strategy for You", and "Your Estate Plan".Other titles in the Social Security & Retirement collection include Long-Term Care, Nolo's Guide to Social Security Disability, and Social Security, Medicare & Government Pensions. [read post]
23 Aug 2018, 2:10 pm
A retired maintenance worker for Montgomery County Public Schools has alleged in a lawsuit the school district’s pension plan violates federal law. [read post]
