IRS Determination Process; Minimum Standards; Plan Types and Formulas; Bene... September 28, 2022 • CLE, CPE, EA • CLE On-Demand This CLE/CPE course will guide employee benefits counsel and tax advisers, analyze critical issues in establishing tax-qualified retirement plans, and offer me...
Whether you require a fidelity bond for a single plan or a blanket bond to cover multiple plans, we have the expertise and flexibility to meet your bonding needs.Navigating the complexities of ERISA Bonds can be overwhelming, but we're here to simplify the process for you. Our knowledgeable ...
There are two types of ERISA groups:fully insured and self-funded. A fully insured group purchases insurance through a company like Blue Cross Blue Shield of Michigan or Blue Care Network. A self-funded group, as the name suggests, funds its own plan and pays for employee health care. Is ...
EnsuredCompliance uses a “wizard” approach to create ERISA required documents and non-discrimination tests. The wizard uses a combination of plan-specific information and plan types to deliver custom-tailored, guaranteed-compliant documents.
The private pension system is now burdened with overly complex rules, regulations, and plan types inhibiting its ability to generate adequate retirement income for millions of Americans. This paper proposes a new model for ERISA at 50 with vastly simplified plans and rules intended to make the ...
Take a look at the many types of retirement plans available in today’s market. Kate StalterFeb. 24, 2025 What Rothification Means for You Proposed legislation may require after-tax retirement contributions, affecting savings strategies.
rolling over, transferring or distributing assets from a plan or IRA, including recommendations as to whether to engage in the transaction, the amount, form and destination of such a rollover, transfer or distribution Amendments to PTEs The DOL has finalized amendments to several PTEs to eliminate...
Each disability insurance plan has its own definition of disability. Before you can assess your eligibility for either long term or short term disability insurance benefits, you need to review your plan documents. An ERISA attorney can help you obtain and understand the complicated and highly techni...
programs (1) for retirement plans described in I.R.C. § 401(a) (qualified plans), and (2) for annuity contracts or custodial accounts described in I.R.C. § 403(b) (403(b) plans). A new chart shows what types of plans are and are not eligible to use the pre-approved plan ...
programs (1) for retirement plans described in I.R.C. § 401(a) (qualified plans), and (2) for annuity contracts or custodial accounts described in I.R.C. § 403(b) (403(b) plans). A new chart shows what types of plans are and are not eligible to use the pre-approved plan ...