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May 7th, 2019 |
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Appellate Court Revives UPenn 403(b) LawsuitHowever, in a dissenting opinion, Senior Judge Jane Richards Roth says cases such as this one should be carefully scrutinized in order not to permit implausible allegations to result in a large settlement, under which a substantial portion of the funds are diverted to attorneys’ fees.Read more > |
SPARK Creates Definitions for Cyber Security Terms“These definitions provide a level platform for vendor evaluation as it relates to cyber security breach and fraud,” says Rasch Cousineau, a senior consultant with the Hyas Group.Read more > |
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ASK THE EXPERTS
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Early Distribution Penalties for Pre-Tax and Roth Accounts“I am 57 years old and I just terminated employment with my employer who sponsors a 403(b) plan. My recordkeeper told me that I can withdraw my pre-tax assets and pay ordinary income taxes and that there would be a waiver of the 10% premature distribution penalty since I terminated employment after the calendar year in which I turned age 55. However, the recordkeeper also said to me that I could not withdraw my Roth account tax-free until age 59 1/2 (I have already owned the Roth account for the required five tax years). Is my recordkeeper correct?”Read more > |
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