Diane M. Morgenthaler and Jeffrey M. Holdvogt recently presented the webinar “Student Loan Benefits and Other 401(k) Developments” at the Worldwide Employee Benefits Network Chicagoland program. In the presentation, they...more
Due to an Internal Revenue Service (IRS) change in course published in Notice 2019-18, plan sponsors may now offer retirees lump-sum windows as another pension “de-risking” option. Plan sponsors considering pension de-risking...more
QUALIFIED PLANS -
Student Loan Repayment Benefits -
? Qualified plan benefit tied to student loan debt repayment
? Special rules apply to these benefits when they are connected to the 401(k) plan
? IRS Private Letter...more
3/15/2019
/ 401k ,
Department of Labor (DOL) ,
Disclosure Requirements ,
Employee Benefits ,
Fiduciary Duty ,
Healthcare ,
IRS ,
PBGC ,
Private Letter Rulings ,
Proposed Legislation ,
Qualified Health Plans ,
Student Loans
The Internal Revenue Service (IRS) recently issued two significant notices for employers that sponsor defined benefit pension plans, particularly those considering lump-sum windows as a “de-risking” option for their plans....more
9/3/2015
/ Benefit Plan Sponsors ,
De-Risking ,
Defined Benefit Plans ,
Funding Requirements ,
Internal Revenue Code (IRC) ,
IRS ,
Lump Sum Offers ,
Lump Sum Payments ,
New Guidance ,
PBGC ,
Pensions ,
Private Letter Rulings ,
Section 401 ,
U.S. Treasury
Top Five Traps for the Unwary in Spin-Offs -
A wave of corporate breakups has swept through the United States over the last few years as investors have taken notice of the fact that smaller companies focused on a...more