It is important to note that lump sum payouts of retroactive benefits are available only under certain circumstances. Even then, inconsistent guidelines from the Social Security Administration seem to ...

I’m often asked how to invest a lump sum of new cash. Should this money be invested in the markets all at once or dollar-cost averaged (DCA) over time? The answer depends on several factors: where the ...

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Defined benefit plan participants will have greater flexibility in choosing how to receive their pension benefits under final regulations issued by the IRS (T.D. 9783). The regulations finalized ...

Describe some of the issues relating to scheme-specific lump sum protection Explain how scheme-specific lump sum protection works Identify who qualifies for the lump sum protection Describe some of ...

Software that links document images to searchable data has become mandatory equipment for litigators. Summation, from San Francisco-based Summation Legal Technologies Inc., offers enormous potential ...