BENEFITS IN TAX-QUALIFIED RETIREMENT PLANS generally are protected from the creditors of plan participants and insulated from claims in bankruptcy. PLANS NOT PROTECTED FROM CREDITORS are those that ...

In some instances, a plan established by an owner-employee (see Q 8726) will be entitled to ERISA protections (such as rules regarding the vesting of benefits and ERISA’s anti-alienation provisions), ...

Rep. Randy Fine (R-Fla.) on Nov. 18 introduced the ERISA Litigation Reform Act (H.R. 6084), legislation that would strengthen the pleading standards for lawsuits brought under the Employee Retirement ...

Generally speaking, retirement accounts are afforded a great deal of protection. If you file bankruptcy, creditors cannot go after your retirement savings. This includes individual retirement accounts ...

The consolidated class action complaint suggests the church plan at issue is an ERISA plan because the summary plan document clearly states that it is. Members of the African Methodist Episcopal ...

As noted, qualified defined benefit pension plans are also legally permitted to invest in precious metals as plan assets subject to the same Section 408(m) requirements imposed on permissible ...

Employee turnover is expensive, and losing key personnel can have devastating effects on a company. Organizations are often coming up with new ways to recruit talented people and offer their best ...

From a wealth management standpoint, the most critical component of property division in divorce is the careful handling of qualified and non-qualified retirement assets. Too often, couples simply ...

Pension plans offer some of the best retirement benefits you can get from an employer. But if you had one from a previous job, you might have lost track of your plan by the time retirement rolls ...