Insight
Same-sex marriage and defined benefit plans
Same-sex spouses are eligible for the same protection as an opposite-sex married couple with regard to retirement benefits when the marriage is legal in the state in which they were wed.
Insight
Same-sex spouses are eligible for the same protection as an opposite-sex married couple with regard to retirement benefits when the marriage is legal in the state in which they were wed.
We’re here to help you break through complex challenges and achieve next-level success.
Lost in the mists of time
Plan sponsors should have solid procedures in place for locating lost participants and initiating their benefit payments- or they could end up spending a lot of time documenting the details or perhaps defending their actions (or inactions) in an audit.