Search for: "Group Defined Pension Plan & Trust"
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25 Oct 2013, 3:43 pm
Before opening The Kielich Law Firm, I worked for Fidelity Investments in a service group that dealt with their 401k plans, defined benefit pensions and executive compensation plans. [read post]
16 Jun 2020, 6:42 am
Defined benefit plans—once the staple of employer-sponsored retirement plans but now a diminishing share of that group—guarantee a monthly payment in retirement using a formula based on years of service and compensation. [read post]
11 Feb 2016, 6:00 am
Note that Group RRSP are not considered comparable workplace pension plan. [read post]
13 Oct 2017, 2:20 pm
Qualified profit-sharing and pension plan sponsors, fiduciaries, administrators and service providers should check of this recent guidance on various qualified pension and profit sharing plan qualification: Procedures for automatic approval for certain changes in funding method – For single-employer defined benefit plans subject to the minimum funding requirements of Internal Revenue Code (IRC) Section 430 (Revenue Procedure 2017-56). [read post]
15 Jun 2020, 5:00 pm
Bank, a 5-4 Supreme Court decision issued on June 1, the Court held that retired participants in a defined benefit pension plan lack constitutional standing to sue the plan fiduciaries for alleged breach of their ERISA fiduciary duties. [read post]
25 Feb 2015, 4:12 am
Perhaps the report’s biggest bombshell is the proposal to freeze the existing state and local pension plans and move workers onto a so-called “cash balance” defined-pension plan. [read post]
12 Aug 2016, 5:11 am
I recently wrote about the legal risks regarding plan fees that should be considered by Canadian employers who sponsor group registered retirement savings plans and defined contribution pension plans (that article can be found here). [read post]
7 Sep 2021, 1:48 pm
” The IFR identifies several types of investment grade bonds or investments, including exchange traded funds, mutual funds, and pooled trusts. [read post]
1 Jun 2012, 5:26 am
As such, the DOL concluded that the Plan is not a single employee pension benefit plan for purposes of ERISA. [read post]
14 Sep 2010, 3:38 pm
As with many living trust mills, these outfits may sell high commission and inappropriate financial products (such as high commission annuities) in conjunction with the trust “planning.3. [read post]
24 Apr 2009, 10:48 am
The Pension Protection Act of 2006 contains provisions under which a fiduciary advisor may, for a fee, provide investment advice to a participant in a defined contribution plan who may direct the investment of his or her own plan accounts. [read post]
26 Mar 2015, 7:14 am
Coverage (a) Plans excepted from applicability of this part This part shall apply to any employee pension benefit plan described in section 1003(a) of this title, (and not exempted under section 1003(b) of this title), other than - (1) an employee welfare benefit plan; (2) an insurance contract plan described in subsection (b) of this section; (3) a plan which is unfunded and is maintained by an employer primarily for the purpose of providing… [read post]
Using Real Market Returns for Interest Crediting Reduces Cash Balance Plans’ Volatility, Study Finds
15 Aug 2018, 2:00 am
In the past, a CB plan rate formula wasn’t commonly a function of the trust’s investment earnings. [read post]
Using Real Market Returns for Interest Crediting Reduces Cash Balance Plans’ Volatility, Study Finds
15 Aug 2018, 2:00 am
In the past, a CB plan rate formula wasn’t commonly a function of the trust’s investment earnings. [read post]
22 Apr 2020, 5:34 pm
Certain types of employee trusts, deferred compensation plans, and annuity plans are not subject to the reporting requirement. [read post]
3 Feb 2016, 6:42 am
In the process, the IRS continually is issuing additional guidance including a slew of recent guidance that has material impact upon employer and other plan sponsors and fiduciaries of qualified plans Employer and other plan fiduciaries should consult counsel about how these changes impact the protection provided by IRS qualified plan approval, options and expenses for obtaining approval and other changes impacting their qualified 401k and… [read post]
9 Oct 2023, 11:00 pm
Top Hat Plans Learn more about “top hat” plans, a colloquial term for a SERP, or any unfunded pension benefit plan maintained by an employer "primarily for the purpose of providing deferred compensation for a select group of management or highly compensated employees. [read post]
6 Jul 2011, 12:17 pm
Equitable issued a group individual retirement annuity contract to US Trust Company of New York, whose was to act as the contract holder and custodian. [read post]
2 Jun 2009, 10:03 pm
A 412(i) is a defined benefit pension plan. [read post]
3 May 2012, 2:52 pm
A primary drafter of the Bolivian Social Security pension privatization law, Ms. [read post]
