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Morgan Lewis - ML Benefits

Considerations for Obtaining Spousal Consent at a (Remote) Social Distance

Morgan Lewis - ML Benefits on

Internal Revenue Service (IRS) regulations require that spousal consent to the waiver of a qualified joint and survivor annuity (QJSA) that is necessary to elect an optional retirement payment form must be signed in the...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Delaware hammers a 403(b) Provider

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

The non-ERISA §403(b) space is the last bastion of high, hidden costs in retirement plans. That’s the problem when a plan isn’t covered under ERISA and the fee disclosure regulations. So when it comes to 403(b) plans for...more

Best Best & Krieger LLP

Ways To Correct Governmental Plan Problems

Best Best & Krieger LLP on

There are several tools that can be used to correct or fix governmental plan problems. First, some classification. Practically all the retirement plans we discuss are “tax-advantaged” in one form or another. However,...more

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