Qualified Plans
Posted on November 30, 2012
Estate Can Sue to Enforce Waiver of 401(k) Benefits
The recent U.S. Third Circuit Court of Appeals case Estate of Kensinger v. URL Pharma, Inc. involved an lawsuit by a decedent’s…
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Category: Qualified Plans
Posted on November 19, 2009
The IRS Loves Retirement Accounts
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…
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Category: Qualified Plans
Posted on March 30, 2009
10 Ways to Wreck Your Retirement
Here’s a great, to the point article on what NOT to do to ensure you have sufficient retirement savings – from the…
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Category: Qualified Plans
Posted on February 24, 2009
Top 10 Facts About Taking Early Retirement Plan Distributions
From the IRS: If you took an early distribution from your retirement plan, here are some things you need to know: 1….
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Category: Qualified Plans
Posted on February 17, 2009
US Supreme Court Awards Retirement Plan to Ex-Spouse
If you divorce, make sure that you change your retirement account beneficiaries! As obvious as that advice sounds, it is not uncommon,…
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Category: Qualified Plans
