Searching Content indexed under Retirement, Superannuation & Pensions by Ostrow Reisin Berk & Abrams ordered by Published Date Descending.
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Three Bills Form Tax Reform 2.0
The bills focus on making permanent certain provisions of the Tax Cuts and Jobs Act (TCJA) that affect individuals, families, and small businesses.
United States
27 Sep 2018
Navigating Your Way Through The Senior Housing Maze
If you, your parents or other elderly relatives are beginning to explore senior housing options, you probably know that there are many options to choose from.
United States
18 Sep 2018
Should You Convert Your Balance To A Roth IRA?
When you do a Roth conversion, you are subject to tax on some or all of the amount you convert, so it could be cheaper to do it now, while tax rates are more favorable.
United States
12 Sep 2018
Plan Documents: Be Proactive To Avoid Violations
Anyone administering a retirement plan quickly realizes that it can be a daunting task.
United States
13 Aug 2018
Using The 4% Rule To Make Retirement Fund Withdrawals
Determining how much of your retirement nest egg to withdraw each year can be stressful. You want to take out enough to maintain a comfortable lifestyle ...
United States
3 Jul 2018
Revised 2018 Employee Benefit Plan And Transportation Limits
On May 4, 2017, the Internal Revenue Service ("IRS") announced the 2018 inflation-adjusted amounts for Health Savings Account ("HSA") contributions that included a family coverage limit of $6,900.
United States
8 Jun 2018
Target Date Funds – Confusion?
The proliferation of target date fund (TDF) varieties can confuse many plan sponsors. One survey found that while nearly two-thirds of plan sponsors consider investment performance ...
United States
16 Jan 2018
When Is It Best To Claim Social Security?
Your employees' retirement timing decisions will depend on a variety of factors, including their accumulated vested assets in your company's plan.
United States
21 Dec 2017
Amended 2018 Employee Benefits Plans And Transportation Limits
The Internal Revenue Service (IRS) has announced the amended 2018 cost-of-living adjustments for transportation programs and retirement and health and welfare plans.
United States
6 Dec 2017
2018 Employee Benefits Plans And Transportation Limits
The Internal Revenue Service (IRS) has announced the 2018 cost-of-living adjustments for transportation programs and retirement and health and welfare plans.
United States
6 Nov 2017
High-Income Earners Can Benefit From Roth IRAs
Roth IRAs—with their promise of tax-free growth and withdrawals—are appealing retirement savings vehicles.
United States
1 Nov 2017
For Good Financial Health, Take Your RMDs
Employer-sponsored retirement plans and traditional IRAs offer participants almost unbeatable tax-saving and wealth-building opportunities
United States
12 Oct 2017
IRS Simplifies Process For Avoiding Rollover Penalties
As retirement plan processes continue to be more automated, such as enrollments, deferral changes, distributions, loans, etc., many plan sponsors encourage 401(k) plan participants...
United States
10 Oct 2017
How To Handle Hardship Withdrawals
Many 401(k) plans feature a hardship withdrawal option. Both the IRS and DOL maintain strict regulations around these provisions.
United States
24 Jul 2017
Avoid Litigation With Attention To Common ‘Red Flags'
Any size retirement plan can run into serious trouble when sponsors are not careful.
United States
16 Jun 2017
Short-Term Needs Vs. Long-Term Retirement Savings
IRAs and employer-provided retirement plans are designed to promote long term retirement savings.
United States
19 May 2017
Helping Soon-To-Be Retirees Understand RMD Rules
Do you have employees who will soon reach retirement age?
United States
12 May 2017
Be Prepared For Your Next — Or First — QDRO
With an estimated U.S. divorce rate in the 40% to 50% range, your retirement plan is likely to receive an order from a court directing the plan to split a participant's benefits, also known as a domestic relations order.
United States
11 Apr 2017
Fiduciary Duties: Reviewing & Benchmarking Plan Fees
Are the services your plan receives reasonably priced? Knowing the answer is a vital fiduciary duty.
United States
21 Mar 2017
Understand Your Target-Date Fund Series
Target-date or lifecycle funds first came to market in 1994. Since then, they have experienced much growth with nearly every large financial institution today offering their own version of these funds.
United States
20 Feb 2017
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