Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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Employee Benefits Developments, September 2006 Edition, Covers Rulings, Opinions, and Cases
Hodgson Russ LLP Oct. 16, 2006
Excerpt: This edition provides information on regulatory updates; tax-free medical benefits must exclude unrelated beneficiaries; federal rule blocks state taxation of nonresident partner benefits; Eighth Circuit 'pushing the envelope' on evidence of mailing COBRA notice; Seventh Circuit rules in favor of cash balance plan designs; fiduciaries did not use employee contributions for improper purposes; and, Improper notarization invalidates spousal waiver.
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