Your assets held in retirement plans are generally safe from creditors, even if you are involved in a bankruptcy action.

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 …

On October 25, 2025, the New York City Council once again amended the ESSTA, primarily to: [1] increase the amount of leave and qualifying reasons under the ESSTA; and [2] narrow …

Handy digest of all recently added topics on the BenefitsLink® Message Boards, prepared on October 2, 2025.

Apr 16, 2025 · Health & Welfare Plans Newsletter April 16, 2025 [Official Guidance] Text of Executive Order: Lowering Drug Prices by Once Again Putting Americans First

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 …

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 …

Oct 3, 2025 · BenefitsLink® Message Boards Contributions and Matching After 401 (a) (17) Limit Has Been Reached? "How are plans typically set-up with regards to employee deferrals and …

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 …

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 …