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The IRS last week announced new adjustments for retirement plans, including for 401(k) deferrals, contributions and benefits, and the amount of compensation counted for plan purposes beginning in 2015. Heres what you and your employer clients need to know.
October 31 -
The United States Supreme Court ruled that funds held in an inherited IRA are not retirement funds. As such, these funds are not exempt from the IRA holders bankruptcy estate and are subject to the claims of creditors in bankruptcy.
By Susan JordanJune 19 -
While the uniform definition of marriage and clarification that, for all federal purposes, the terms spouse, husband and wife will be defined on a gender-neutral basis, questions have remained with regard to the effects of the post-Windsor guidance on qualified retirement plans and other employee benefit programs.
By Susan JordanMay 22