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Estate planning


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Prominent Benefits Attorney Morton ('Mort') Harris, 81, Dies
[Guidance Overview] Supreme Court Rules Part of DOMA Unconstitutional; Employer Action Steps Suggested
Current Challenges and Best Practices Concerning Beneficiary Designations in Retirement and Life Insurance Plans (PDF)
[Guidance Overview] Despite Husband's Beneficiary Designation, Second Wife Not Entitled to Annuity When Husband Never Divorced First Wife
ERISA Advisory Council to Examine Disability Coverage, Retirement Income and Beneficiary Designations (PDF)
Text of GAO Testimony on Role of Federal Government in Promoting Financial Literacy Among Americans
[Guidance Overview] Deceased Participant's Estate Can Sue to Recover Benefits Paid to Ex-Spouse
Investment Costs Hit Retirees Twice
IRS Ruling on 401(k) Deferred Annuities Balances Spousal Rights and Employer Burdens
Financial Planning on a Limited Budget
[Opinion] ACLI Letter to the SEC on the Dodd-Frank Act Study on Financial Literacy among Investors (PDF)
Ensure your Plan Participants are Prepared for a Secure Retirement
[Guidance Overview] Treasury Proposes New Rules for Annuity Options in Retirement Plans
Congress Eyes New Rules for Inherited IRAs
Highlights of Forum on Financial Literacy: Strengthening Partnerships in Challenging Times (PDF)
Multi-Generational Views on Family Financial Obligations:Survey of Baby Boomers and Members of Generations X and Y (PDF)
Americans Want to Save for Retirement and for Survivors
Pitfalls of Inherited IRAs
[Guidance Overview] The Constitutionality of the Defense of Marriage Act is Questioned in an ERISA Case
Tax Benefits and Allocation Issues in Rollovers to Roth IRAs
Retirement Beneficiary Designations: Getting the Right Assets to the Right People
[Guidance Overview] Sub-IRAs Created by Trustee-to-Trustee Transfer Were Inherited IRAs
Recent Changes in Tax Code Allow Investors with Huge 401(k) Accounts to Turn Them into Tax-Free Income for Grandchildren's Lifetimes
Family Feuds: The Battles Over Retirement Accounts
Article on the Plan Document Rule Under ERISA
GAO Correspondence: Cost and Legal Authority for Selected Financial Literacy Programs and Activities (PDF)
GAO Report: A Federal Certification Process for Financial Literacy Providers Would Pose Challenges
ERISA Preemption and Beneficiary Designation Forms
An In-Depth Look Into Intergenerational Flows
When Is ERISA Preemption Permitted: Beneficiary Designation Forms
[Guidance Overview] Beneficiary Designations Under Qualified Plans
[Guidance Overview] Court Rules That Plan Owners Must Get Consent of Spouse to Pass Wealth to Children
Even Beneficiary Designation Forms Can Create Significant Issues for Benefit Administration
[Guidance Overview] Court Says Spouse Trumps Beneficiary Designation of Children
[Guidance Overview] Court Denies Mother's Claim to Deceased Son's Benefits
[Guidance Overview] Beneficiary Designations Under Qualified Plans
Celebrate Financial Literacy Month
Long-Term Care Insurance: A Piece of the Retirement & Estate Planning Puzzle (PDF)
[Guidance Overview] Same-Sex Domestic Partners Added to Federal Employees' Annuitant List
Financial Planning Technology As an Employee Benefit
Wealth, Financial Literacy and Schooling
Americans' Financial Capability
GAO Concludes Existing Regulation Covers Financial Planners
Consumer Finance: Regulatory Coverage Generally Exists for Financial Planners, But Consumer Protection Issues Remain (PDF)
How Important Are Inheritances for Baby Boomers?
How Important Are Intergenerational Transfers for Baby Boomers?
[Guidance Overview] Provisions in The Senate's Tax Cut Extension Bill
[Guidance Overview] Child Loses Battle over 401(k) Distribution Taxes
Trends in Employee Financial Issues (PDF)
How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors (PDF)
Americans Want More Financial Education, According to Survey
Retirement Planning Most Difficult Financial Task, According to Recent Study
Improving Employees' Financial Literacy
[Guidance Overview] Ex-Wife Entitled to 401(k) Account Balance
Retired and Broke: Why Retirees Are Declaring Bankruptcy
Boomers' Shrunken 401(k)s Spark Interest in Reverse Mortgages
[Official Guidance] Brief for Secretary of Labor as Amicus Curiae Supporting Defendant-Appellee, Metropolitan Life Insurance Company
[Opinion] What Effect Will Defense of Marriage Act Cases Have on Benefit Plans?

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