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

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

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 …

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

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 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 …

Apr 23, 2025 · But in 2025, these awards are drawing sharper scrutiny than ever before. What once served as a straightforward tactic to retain top leadership can now be a flashpoint for …

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 …

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 …

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 …