Erisa

28 Feb Cash or Deferred 401(k) Plan

Posted at 15:13h in 401(k), Erisa, Uncategorized by Troy Tisue 0 Comments

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Presented by Phil Tisue CEO, TAG Resources LLC The Basics Any profit sharing or stock bonus plan that meets certain participation requirements of IRC Sec. 40l{k) can be a cash or deferred plan. An employee can agree to a salary reduction or to defer a bonus...

31 Jan SECURE Act and “Portability of Lifetime Income”

Posted at 15:16h in Erisa by Troy Tisue 0 Comments

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Its the “Sleeper” in the Act of which Document Drafters Need to Be Wary" Not a lot of attention is being given in the” benefits press” to Section 109 of the SECURE Act, which enables something called “Portability of Lifetime Income Options.” But it is one...