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13 Mar 2024, 12:55 pm
In a February 21, 2024, ruling, the Northern District of Texas denied the motion to dismiss in a lawsuit filed by an American Airlines pilot alleging that the airline and its employee benefits committee violated their fiduciary duties under ERISA to the company’s 401(k) plan participants in connection with selection and retention of funds whose managers allegedly pursue non-economic ESG objectives rather than maximizing plan participants’ financial benefits. [read post]
11 Mar 2024, 10:00 pm
Xerox Workers Seek Final OK of $4.1M Deal over 401(k) Fees (Carrigan v. [read post]
11 Mar 2024, 10:00 pm
New Practical Guidance Content Drug and Alcohol Testing Policy (with Acknowledgment) (NV) (automated template) – by Christian Gabroy, Gabroy Messer Employment Agreement (Offer Letter) (Non-executive, At Will) (NV) (automated template) – by Christian Gabroy, Gabroy Messer Employment Application (NV) (automated template) – by Christian Gabroy, Gabroy Messer Equal Employment Opportunity Policy (with Acknowledgment) (NV) (automated template) – by Christian Gabroy, Gabroy Messer… [read post]
4 Mar 2024, 10:00 pm
New and Updated Practical Guidance Content Benchmarking 401(k) Plans Video Generative AI and Employee Benefits Administration (401(k) Plans) Video Qualified Retirement Plan Distribution Rules SECURE 2.0 Act Implementation Timeline for Retirement Plan Sponsors Minimum Funding Requirements for Defined Benefit Pension Plans Retirement Plan Mergers and Spin-Offs Retention Bonus and Change in Control Agreement Labor Department Releases Independent Contractor… [read post]
4 Mar 2024, 12:58 pm
Retirement benefits like 401(k)s, pension plans, and IRAs that predate the marriage are considered separate property. [read post]
26 Feb 2024, 10:00 pm
New and Updated Practical Guidance Content Benchmarking 401(k) Plans Video Generative AI and Employee Benefits Administration (401(k) Plans) Video Generative AI and Employee Benefits Administration (Health Plans and Open Enrollment) Video Qualified Retirement Plan Distribution Rules SECURE 2.0 Act Implementation Timeline for Retirement Plan Sponsors Minimum Funding Requirements for Defined Benefit Pension Plans Retirement Plan Mergers and Spin-Offs… [read post]
19 Feb 2024, 10:00 pm
Read now » Related Content 401(k) Plans: Understanding the Rules See how the underpinnings of 401(k) plan testing require first that the plan administrator identify who are the highly compensated employees (HCE) in a plan. [read post]
19 Feb 2024, 3:30 am
Natalya Shnitser, The 401(k) Conundrum in Corporate Law, 13 Harv. [read post]
12 Feb 2024, 10:00 pm
New and Updated Practical Guidance Content SECURE 2.0 Act Implementation Timeline for Retirement Plan Sponsors Minimum Funding Requirements for Defined Benefit Pension Plans Nondiscrimination Testing in 401(k) Plans: ADP and ACP Tests Retirement Plan Mergers and Spin-Offs Nonqualified Retirement Plan Features Checklist Retention Bonus and Change in Control Agreement Not Done Yet—Employee Benefits Plan Transition and Integration Decisions Continue After M&A… [read post]
9 Feb 2024, 2:52 am
While you can’t do this with a Roth IRA, it’s a strategy that can work with a traditional IRA, 401(k), 403(b), or similar account.Note that any beneficiary of a retirement account, charity or otherwise, will have to pay income tax on any distributions they receive. [read post]
6 Feb 2024, 12:22 pm
Some assets, such as 401(k)s that have beneficiary designations, normally bypass probate. [read post]
6 Feb 2024, 7:12 am
The Thrift Savings Plan is a retirement savings and investment plan for federal employees and uniformed service members similar to a 401(k) in the private sector. [read post]
5 Feb 2024, 10:00 pm
Benchmarking your 401(k) plan is the process of evaluating if the services provided to the plan, its investment and management fees, are competitive with other plans, services, and investments of a similar size or type. [read post]
1 Feb 2024, 7:22 am
Keep in mind, though, that it can take several weeks or more to gather all of the required documents for the application: Valid passport Proof of residence Completed application form Passport photo Visa fee of $290 USD Birth certificate (original and copy) FBI background check Private health insurance Flight itinerary Proof of retirement and ability to transfer funds Proof of monthly income Related: The 5 Best Places to Retire in South America… [read post]
30 Jan 2024, 6:55 pm
The court also awarded the wife a $12,000 judgment to reimburse her for her interest in the husband’s 401(k) and any community funds that paid for the house. [read post]
30 Jan 2024, 10:30 am
Or should they keep the 401(k) plan in place for a short time following closing and then merge it with their 401(k) plan? [read post]
26 Jan 2024, 9:18 am
Retirement Accounts Retirement accounts such as 401(k)s, IRAs, 403(b)s, and qualified annuities should not be transferred into a trust because a trust is a separate legal entity. [read post]
26 Jan 2024, 2:15 am
Many defined contribution retirement plans—such as 401(k) plans—automatically cash out small account balances when a participant terminates employment. [read post]
25 Jan 2024, 11:58 am
You may not transfer funds from US-based pre-tax accounts such as traditional 401(k)s or traditional IRAs into a UK pension since that would result in you not paying taxes on that income at any point. [read post]
24 Jan 2024, 1:38 pm
Section 401(k) found its way into the Internal Revenue Code. [read post]
