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What Are Controlled Groups and Controlled Group Rules?

What Are Controlled Groups and Controlled Group Rules?

by Kendra Higgins | Feb 10, 2022 | 401(K) Plans, Health Plans, Retirement Plans

What Are Controlled Groups and Controlled Group Rules? Controlled group rules exist to prevent business owners from subdividing their company into two separate companies – one employing highly compensated employees (HCEs) with a retirement plan and the other...
402(g) Limit on Elective Deferrals – It’s Personal

402(g) Limit on Elective Deferrals – It’s Personal

by Kendra Higgins | Jan 10, 2022 | 401(K) Plans, Retirement Plans

402(g) Limit on Elective Deferrals – It’s Personal Code section 402(g) limits the amount an individual can defer to a 401(k) plan during a calendar year, and it applies at an individual level, not at a plan level. An individual’s elective deferrals are the sum of all...
To Bond, or Not to Bond, That Is the Question

To Bond, or Not to Bond, That Is the Question

by Edward Smith | Dec 17, 2021 | Retirement Plans

To Bond or Not to Bond, That Is The Question Many public employer sponsors of pension and/or Other Post-Employment Benefit (OPEB) plans are considering issuing taxable Pension Obligation Bonds (POB) as a way of closing any funding gaps that might exist in their...
In-Service Distributions from Defined Benefit Plans

In-Service Distributions from Defined Benefit Plans

by Kendra Higgins | Nov 24, 2021 | 401(K) Plans, 403(B) Plans, Defined Benefit Plans, Retirement Plans

In-Service Distributions from Defined Benefit Plans In December 2019, the Bipartisan American Miners Act of 2019 (BAMA) was signed into law and allowed in-service distributions for plan participants to commence at age 59 ½.  The previous age requirement to allow these...
Financial Assistance to Troubled Multiemployer Pension Plans

Financial Assistance to Troubled Multiemployer Pension Plans

by Kendra Higgins | Oct 21, 2021 | Latest News, Multi-Employer Plans, Retirement Plans

Financial Assistance to Troubled Multiemployer Pension Plans On March 11, 2021, President Biden signed the American Rescue Plan Act of 2021 (ARPA), which includes much-needed relief for multiemployer plans.  Many plans are already insolvent, with the PBGC paying the...
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