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 Securely: Customers …

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 the named …

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 moving forward …

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 local retirement …

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 contribution plans to …

Oct 1, 2025 · Hand-picked links to the web's best news articles, official guidance, jobs, webcasts and more.

Once the plan is deemed terminated, the QTA will be permitted to begin winding up the plan's affairs. Winding Up Abandoned Plans The final regulations prescribe standards for terminating and winding …

"This report provides information on selected health provisions that have expired or are scheduled to expire during the 119th Congress (i.e., calendar years 2025 and 2026). For purposes of this report, …