ERISA Examination
Record Keeping
A document retention policy can guard against future claims.
Reported by Summer Conley, Michael Rosenbaum
Art by Joseph Ciardiello
To access this premium content, please sign up for a free account!
You Might Also Like:
10-Year RMD Rule Finalized by IRS
Inherited retirement assets will be subject to different treatment depending on the recipient, starting in 2025.
PBGC Clarifies Investment-Grade Bond Criteria for SFA Funds in FAQ
The update provided examples of securities in aggregate bond indices that would be considered investment-grade fixed-income securities for SFA investments.
Musicians’ Pension Receives $1.5B Grant From PBGC
Without the assistance, the pension fund was predicted to become insolvent in 2034.