Under Employee Retirement Income Security Act (ERISA), each plan sponsor must notify the IRS of a terminated employee who has a vested benefit in their Plan. If you are subject to ERISA, this is done via Form 8955-SSA (Form 8955). This is the Annual ...
Fidelity recently won a dismissal from a lawsuit brought by participants in the Delta Family-Care Savings Plan regarding the ...
This week it became known that the Department of Labor is proposing another extension to the fiduciary rule – this time as an ...
According to the Department of Labor (DOL): “Among other duties, fiduciaries have a responsibility to ensure that the services ...
Hardships are distributions from the retirement plan that are made because of an immediate and heavy financial need in an amount ...
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