Aug 22, 2025 · However, once the Fifth Circuit issues its ruling, the QPA calculation methodology could drastically change and the plans and issuers should be ready for that eventuality." …

Take a participant-directed plan where employees make § 401(k) contributions throughout the year, matching contributions are made quarterly, and profit sharing contributions are made …

Dec 14, 2022 · The W-4P/R are good elections in perpetuity until they are changed, so once is good enough. So, once someone fills out a form they should be good to go withholding-wise. …

May 25, 2018 · The first paragraph in WIFBR's follow-up is not dealing with allocation conditions; it is the fail-safe mechanism for ensuring that the service-based excluded class ends at the …

The Department of Labor (DOL) has issued Field Assistance Bulletin 2006-03 (December 20, 2006) to provide guidance on the new requirements for defined benefit and defined …

Jan 5, 2023 · Once the FSA is empty, restart the HSA contributions and I can then contribute up to the annual amount. I'm also seeing conflicting posts that say FSA coverage applies to the …

Jan 25, 2015 · 16 pages. "Section III of this notice describes the guidance under consideration, which would provide that employees of a public charter school may participate in a State or …

Mar 3, 2025 · Batch-Prepare: A new Form 5330 template empowers customers to minimize redundant data entry and reduce manual labor by populating multiple forms at once File …

Handy digest of all recently added topics on the BenefitsLink® Message Boards, prepared on February 11, 2026.

Mar 10, 2025 · Press Release All Americans Gain Access to TIAA Lifetime Income Annuities Issued by TIAA Mar. 10, 2025 More than 55 million Americans don’t have access to a …