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22 Oct 2019, 3:16 pm by Cynthia Marcotte Stamer
  EBSA says the proposed regulation safe harbor also is intended to align with Internal Revenue Service rules about delivering retirement plan disclosures electronically while protecting the option for those participants who prefer paper notices to elect to continue to do so. [read post]
4 Jun 2020, 1:20 pm by Shannon O'Hare
Finally, the Safe Harbor does not apply to information required to be furnished under the Internal Revenue Code (“IRC“) or by the Internal Revenue Service (“IRS“). [read post]
30 Jul 2014, 7:21 am by Robert Kraft
3 Lessons on Retirement Planning from 2 Classic Old CarsFinancial Advisor Shares Tips for Pre-Retirees Classic car aficionado David Rosell, CEO of Rosell Wealth Management and author of “Failure is NOT an Option,” (www.DavidRosell.com), says pre-retirees can learn a lot from their beloved old cars about financial planning for a secure retirement. [read post]
2 Apr 2015, 1:35 pm
Such was the case with Lockheed Martin Corp. and International Paper Co.There’s also the employees of financial services firms who have sued their own employers, which happened at MassMutual and Ameriprise Financial Inc.Those 401(k) fee lawsuits are beginning to trickle down market, panelist Gregory J. [read post]
Create a paper file and online repository for plan documents, including any amendments, SPDs, and SMMs. [read post]
26 Mar 2013, 7:17 pm by Nicholas Gebelt
  If that happens, the debtor can still contribute to the retirement plan because those payments played no role in qual [read post]
21 Jan 2015, 8:51 am by Daniel Shaviro
  So here are some thoughts about the paper and the issues it raises, mainly based on expanding my notes for the session (I was in the lead this week).The paper reports on the findings of a study of 11 firms that initially had just “pre-tax” retirement saving plans under Internal Revenue Code section 401(k), but then added Roth options.To illustrate how these two types of section 401(k) plans work, suppose that my marginal tax… [read post]
27 Jul 2021, 6:49 pm by Sabrina I. Pacifici
Skidmore, Mark / Alvayay Torrejón, Camila / Pare, David – CESifo, Munich, 2021, CESifo Working Paper No. 9084“In this paper we document and examine unusual fluctuations in the G-Fund, which is one of five funds available in a voluntary federal government employee retirement savings vehicle called the Thrift Savings Plan. [read post]
5 Feb 2015, 10:44 am by Victor Medina
Does your executor know where to find your end-of-life documents, keys, passwords, and important papers? [read post]
29 Oct 2014, 4:25 pm by Sabrina I. Pacifici
New York Times | Your Money – By Ron Lieber: “This week, the Internal Revenue Service announced that people under age 50 in 401(k) and similar workplace retirement plans will be able to deposit up to $18,000 in 2015, an increase of $500 from this year. [read post]
30 Jul 2009, 7:18 am
It’s one of those exceptions to the Internal Revenue Code’s general rule that prohibits benefits in a qualified retirement from being assigned or alienated. [read post]
18 Jul 2013, 9:46 pm by Nicholas Gebelt
  Therefore, if the accounts are in a 457 plan (457 plans are not ERISA qualified; see the IRS paper, another approach to consider is appealing to 11 U.S.C. [read post]
5 Oct 2018, 2:00 am by Jane Meacham, Contributing Editor
The Internal Revenue Service (IRS) in late September announced two updates to procedures that plan sponsors and their service providers should note. [read post]
5 Oct 2018, 2:00 am by Jane Meacham, Contributing Editor
The Internal Revenue Service (IRS) in late September announced two updates to procedures that plan sponsors and their service providers should note. [read post]
21 Jul 2021, 9:17 am by Jerry Kalish
The thicker and more accessible the paper trail, the easier it will be for the plan to respond to an inquiry from a participant or the Internal Revenue Service and the Department of Labor. [read post]
29 Jun 2020, 6:16 am by Tom Kosakowski
Jenna Brown, who established the position in 1999, will retire and there are no plans to find a replacement. [read post]
11 May 2008, 6:33 am
Watson Wyatt, the international consulting firm, provides insight on this important matter affecting not only employees but also their employers in the firm’s recently published Technical and Policy Paper, Predictive Factors for Retirement Timing. [read post]
26 Sep 2011, 7:00 am by Theo Francis
Given that we’re talking about two paper-goods companies here — Temple Inland (TIN), which plans to be acquired by International Paper (IP) — we should probably make clear at the outset that we mean “printing money” metaphorically. [read post]
2 Oct 2010, 10:13 am by Barry Knobel
      GLOSSARY OF THE FEDERAL ACRONYMS (and the websites which should answer your essential questions regarding the various federal retirement plans): Court Order Approved for Processing (COAP) www.vecon.com (Voit Econometrics Group) Civil Service Retirement System (CSRS) www.opm.gov/retire/pre/csrs www.federaltimes.com/federal-retirement/tag/csrs Defense Finance Accounting Service (DFAS) www.dfas.mil/… [read post]