BCG Blog

Steven Sokolic, Esq.
During her employment, Ms. Rizo participated in two company sponsored retirement plans subject to ERISA. Both plans’ summary plan descriptions provided very specific instructions as to how a participant designates a beneficiary. Ruiz v. Publix Super Markets
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Over the past several years, a technique for financing new business ventures using funds from an IRA or qualified plan has gained increasing popularity. The IRS has cautioned against the pitfalls of using a plan or IRA in this fashion.
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Most employees know they can defer paying income tax on money they save for retirement in a traditional 401(k) or individual retirement account until they withdraw the money from the account.
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Because of changes in philosophies regarding factors contributing to long-term shareholder value, and an overly strict interpretation of past guidance, DOL withdrew some of that guidance and restated its position on these issues.
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