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The 5 years before retirement are critical for Americans — get it wrong and you can kiss your big...
Moneywise via AOL· 3 days agoIn 2024, the catch-up contribution limit for 401(k), 403(b) and most 457 plans is $7,500. That means...
Bruce H. Schwartz
The National Law Review· 19 minutes agoBruce Schwartz is a Principal in the White Plains, New York, office of Jackson Lewis P.C. He has more than 30 years of experience in all aspects of employee benefits and compensation counseling and is one the founders of the Firm’s Benefits Practice
Last-Minute Guidance Leaves Little Time for Long-Term, Part-Time Employee Changes
The National Law Review· 4 days ago...these laws broadened the retirement plan minimum eligibility rules—i.e., the rules that govern how long employees can be asked to wait before joining an employer’s retirement plan—to ensure that long-term, part-time employees can participate in employer 401(k) plans beginning as early as January...
JD Supra: A Q&A and More Delay: IRS Begins to Issue Clarifying Guidance on SECURE 2.0 Provisions
JD Supra· 2 days agoSECURE 2.0 requires new 401(k) and 403(b) retirement plans with a cash or deferred arrangement (CODA) established after the date of enactment ...
403(b) Compliance Check - Universal Availability and the Student-Employee and Part-Time Employee...
JD Supra· 4 days agoIf you administer a 403(b) plan you should be familiar with the term “universal availability”. This concept means that, as a general ...
Choosing the best retirement plan for you
CNN.com· 4 days agoFrom individual retirement plans to retirement plans for self-employed workers to employer-sponsored retirement plans, there are plenty ...
Why Establish a Fiduciary Committee for Welfare Benefit Plans? | JD Supra
JD Supra· 10 hours agoIf the lawsuit survives a motion for summary judgment and results in a monetary settlement or a damages recovery against the plan’s fiduciaries, it is likely that there will ...
What Will My Lifestyle Look Like If I Retire at 55?
SmartAsset via Yahoo Finance· 5 days agoThe Bottom Line Retiring at 55 is something of a lofty goal but it’s achievable with the right financial plan in place. When considering early retirement
I Want to Retire 20 Years or Fewer. Is It Still Possible For Me?
SmartAsset via Yahoo Finance· 1 day agoPlanning for retirement is a massive and complicated undertaking. The details of what's possible...
CARES Act: Special Distributions to Qualified Individuals
The National Law Review· 3 days agoAs a financial professional who assists plans or plan participants, you should be aware of the rules applicable to CRDs so that you can be in a position to help your clients ...
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