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New Disability Claims Procedures Affect Retirement Plans And Deferred Compensation Plans Too | AutoTraffic

Year-end Reminder: 2018 Changes to ERISA Claims Procedures Apply to More than Just Long Term Disability Plans

Disability benefit claim rules also apply to retirement plans and executive deferred compensation ... What the new rules require. The U.S. Department of Labor issued the new procedural rules because ... read more

New Disability Claims Procedures May Apply to Qualified and Nonqualified Retirement Plans, Too

As mentioned in our recent blog, the date for complying with the new disability ... ERISA plans, such as qualified retirement plans and nonqualified deferred compensation plans to determine if any ... read more

403(b) and 457 plans: Recent developments that could affect your 2019 check-up

The DOL has described the test as whether “individuals, by virtue of their position or compensation level, have the ability to affect ... death, disability, and leave and vacation pay plans that may ... read more

Buyer Beware

Employers again bear the risk of too-low assets. Notional account balances can be rolled over into other retirement plans when ... curve for the new teachers. At the same time, initial pay could ... read more

How Divorce Affects Social Security and Retirement Accounts

"There will be attorney fees, therapist fees, fees for the financial advisor, or forensics, first, last and security deposit, new ... as a deferred compensation plan. Those plans, typically held by ... read more

A Primer on the Postal Service Retiree Health Benefits Fund

Most of the Service’s contributions to the new fund could ... that both are forms of deferred compensation; they are expensive; and they are increasingly uncommon outside the government sector. ... read more

Disability Benefits under Executive Comp Plans—Don’t Amend Plans Yet

These new claims ... deferred compensation and/or executive retirement plans provide benefits for termination due to disability, but many do. Therefore, these plans may need to be revised effective as ... read more

Now’s the Time to Comply With NQDC Regs

In April 2007, the IRS issued final regulations under section 409A pertaining to nonqualified deferred compensation ... employer plans, such as a 401(k) retirement plan, or any bona fide vacation ... read more

2019 Cost of Living Adjustments for Retirement Plans

The Internal Revenue Service recently announced its cost-of-living adjustments applicable to dollar limitations for retirement plans and Social ... s elective deferrals to Section 457 deferred ... read more

CarGurus, Inc. (CARG)

No incentive award under this Plan shall be transferred, assigned, pledged or encumbered by the Participant or subject to any claim of any creditor ... any payment under this Plan is deemed to be ... read more


Yes – if you were a monthly paid employee as of January 1, 2016 or if you were hired after January 1, 2016 and elected to participate in the Health Savings Account, you will need to make a new PER ... ... read more

Changes Could Lead Millions to Abandon Retirement Plans

Despite the disputed claim changes would affect those ... made to qualified retirement plans are deductible to the employer when made and not subject to FICA. Income tax on investment earnings on ... read more
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