Qualified Plans

Estate Can Sue to Enforce Waiver of 401(k) Benefits

Posted on: November 30th, 2012
The recent U.S. Third Circuit Court of Appeals case Estate of Kensinger v. URL Pharma, Inc. involved an lawsuit by a decedent’s estate against an ERISA plan administrator and the decedent’s ex-wife, who was beneficiary as beneficiary of her ex-husband’s 401(k) plan, ...

The IRS Loves Retirement Accounts

Posted on: November 19th, 2009
Planning for tax-qualified plans, which includes IRAs, 401(k)s and qualified retirement plans, requires a careful examination of the potential taxes that impact these assets. Unlike most other assets that receive a “basis step up” to current fair market value upon the owner’s death, IRAs, 401(k)s and other qualified retirement plans do not step-up to the date-of-death value....

10 Ways to Wreck Your Retirement

Posted on: March 30th, 2009
Here’s a great, to the point article on what NOT to do to ensure you have sufficient retirement savings – from the National Center for Policy Analysis....

Top 10 Facts About Taking Early Retirement Plan Distributions

Posted on: February 24th, 2009
From the IRS: If you took an early distribution from your retirement plan, here are some things you need to know:...

US Supreme Court Awards Retirement Plan to Ex-Spouse

Posted on: February 17th, 2009
If you divorce, make sure that you change your retirement account beneficiaries! As obvious as that advice sounds, it is not uncommon, particularly when there is no remarriage, for one to forget to designate a new beneficiary. ...