A recent decision in Maryland leaves U.S. district courts evenly split on cases challenging retirement plans’ “church plan” status under the Employee Retirement Income Security Act. The U.S. District ...

Non-qualified retirement plans refer to employer-sponsored retirement plans that do not meet the specific requirements and regulations set forth by the Internal Revenue Service (IRS) for qualified ...

One of the most common errors in 401(k) plan administration continues to be a mismatch between a plan’s definition of compensation and the actual compensation taken into account for plan purposes ...

Tax reform made few changes that directly impact qualified retirement plans; however, it made some changes that may indirectly impact qualified retirement plans. We previously blogged on the indirect ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...