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Final 417(e) Regulations Add New Requirements and Offer Design Flexibility | JD Supra
JD Supra· 1 day agoThe US Internal Revenue Service (IRS) recently issued final regulations concerning “minimum present value requirements” for tax-qualified defined benefit plans (DB plans).
Tax Law Update: May 2024
WealthManagement.com· 1 week agoThe Treasury issued the proposed regs in response to CRATs investing in a single premium immediate annuity (SPIA). In these situations, the recipient...
Getting the Best Lainavertailu Comparison Solutions to Optimise Borrowing
TechBullion· 1 week agoThis in-depth manual will explore the complex world of loan comparisons, equipping you with the...
Industry Players Weigh In on the DOL's New Fiduciary Definition | ThinkAdvisor
ThinkAdvisor· 16 hours agoSeth Friedman, who once distributed annuities himself, is wondering how the Labor Department’s new final retirement investment fiduciary definition regulation will actually affect the flow of ...
JD Supra: What Manufacturers Sponsoring Pension Plans Should Know About Class Actions Challenging...
JD Supra· 2 weeks agoSeveral of these suits are against manufacturers. Defined benefit pension plans offer a fixed benefit to retirees that is determined through formulas set forth in the plan’s documents. The Employee ...
Private equity’s latest trade: The financial futures of millions of retirees
Semafor via Yahoo Finance· 19 hours agoRegulators and workers are worried, and recent lawsuits challenge the plans of AT&T, Lockheed and...
Judge dismisses lawsuit against Kellogg alleging pension calculations shortchanged some retirees
Pensions & Investments· 7 days agoHowever, U.S. District Court Judge Stephen J. Murphy III rejected their argument and dismissed his lawsuit with prejudice, meaning they cannot file again in this court.
Stifel Financial Corp (SF) (Q1 2024) Earnings Call Transcript Highlights: Robust Revenue and ...
GuruFocus.com via Yahoo Finance· 1 day agoA: Ronald James Kruszewski expressed hope that future administrations will recognize the need for mid-sized banks to merge to meet regulatory requirements and< ...
Can an Assisted Living Take Our Assets? We Have a $1 Million IRA to Protect Us
SmartAsset via Yahoo Finance· 5 days agoWith nursing home costs averaging over $90,000 per year, long-term care expenses can add up quickly....
Judge rejects Duke University's request to dismiss pension lawsuit
Pensions & Investments· 2 days agoA federal judge in Durham, N.C., has rebuffed a request by Duke University to dismiss a lawsuit by a defined benefit plan retiree, Joy G. Franklin, who claimed the university is shortchanging ...
