Tag Archives: required minimum distribution (RMD)

Do You Know Where Your Participants Are?

The Department of Labor (“DOL”) has recently implemented an initiative to investigate the manner in which defined benefit plans of large employers comply with the required minimum distribution rules set forth in Section 401(a)(9) of the Internal Revenue Code (“Code”). […]

Posted in Plan Administration and Compliance, Qualified Plans, Tax-qualified Retirement Plans | Tagged , , | Leave a comment

Thinking of “De-Risking”? You Might Have to Think Again….

While pension plans as a whole are heading toward extinction, many employers haven’t been able to terminate their plans for a variety of reasons – including collective bargaining mandates and underfunding status which precludes termination.  Employers in this situation are […]

Posted in Legal Updates, Plan Administration and Compliance, Tax-qualified Retirement Plans | Tagged , , , , , | Leave a comment