Retirementlc.com

The ABCs of 401(h) Plans

WEBA “401 (h) plan” is a retiree medical benefit account that is set up within a defined benefit pension plan (or money purchase pension plan or annuity plan) to …

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URL: https://retirementlc.com/the-abcs-of-401h-plans/

Hybrid retirement plans

WEBThe term hybrid plan refers to a category of defined benefit plans that uses a lump-sum based formula to determine guaranteed retirement benefits. Cash balance …

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Defined Benefit Plan Annual Funding Notice

WEBThe Annual Funding Notice is one of several important retirement plan notifications that should be considered as part of a comprehensive financial planning …

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Forms of SEP plan documents and when to use them

WEBThere are three document format options for SEP plans: 1) the IRS model form, which is IRS Form 5305-SEP Simplified Employee Pension – Individual …

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Qualifying for Medicare on Spouse’s Record

WEBMedicare Part A coverage is premium-free for individuals who have forty quarters of covered employment for Social Security retirement benefits at age 65. If they …

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The New Way to Count Participants for Form 5500 Audits

WEBThe Form 5500 filing regulations, among other things, change the method of counting participants for purposes of determining when a defined contribution plan must …

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Distributions from Nonqualified Deferred Compensation Plans

WEBA NQDC plan may allow employee elections regarding the timing and method of payment; or it can dictate the payment regime with no elections allowed. If …

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Plan Compensation and Imputed Income

WEBImputed income relates to group term life insurance (GTLI). Offering GTLI may affect the administration of an employer’s qualified retirement plan, depending on …

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IRC §401(h) Plans

WEBA “401 (h) plan” is a retiree medical benefit account that is set up within a defined benefit pension plan [1] to provide for the payment of benefits for sickness, …

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Retirement Plans for Statutory Employees

WEBERISA consultants at the Retirement Learning Center (RLC) Resource Desk regularly receive calls from financial advisors on a broad array of technical topics related …

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What is a Long-Term Incentive Plan

WEBA Long-Term Incentive Plan or LTIP is a type of compensation incentive program designed to reward executives for achieving the sponsoring company’s …

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414(h) "Pick Up" Plans

WEBA 414 pick-up plan is a type of governmental plan [1] where mandatory designated employee (after-tax) contributions are treated as employer contributions as …

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Privacy Notices and Retirement Plans

WEB“One of my clients who sponsors a 401(k) plan asked about the timing of sending a recordkeeper privacy notice to plan participants. Does such a notice exist and, …

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Are Governmental Plans Exempt from ERISA

WEBGenerally, governmental retirement plans are fully exempt from Titles I and IV of ERISA. Those titles cover fiduciary duties, reporting and disclosure requirements, and …

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Maximum contributions to 403 (b), 401 (k) and 457 (b) plans

WEBCatch-Up Contribution Options by Plan Type. 401 (k) 403 (b) 457 (b) Age 50 or Over Option. Employees age 50 or over can make catch-up contributions of $6,000 …

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“How is a lump-sum payout of unused vacation treated for plan …

WEB“How is a lump-sum payout of unused vacation treated for plan purposes–is it compensation?” ERISA consultants at the Retirement Learning Center (RLC) …

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Hierarchy of Payroll Deductions

WEBAn advisor asked, “I’ve run across the client situation where an individual’s paycheck is too small to handle all the mandatory deductions or withholdings (e.g., …

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