Avoid Lawsuits With Forfeiture Relief in 2024
Take Advantage of Forfeiture Relief in 2024 While Avoiding Lawsuits
Presented By Brian Furgala, Esq., CPC, QPA / Senior Director of Retirement Services Strategy, PenChecks Trust®, ERISA Attorney
Forfeiture lawsuits have received considerable attention in the media lately.
You should be discussing two critical issues about forfeitures in 2024 with your clients: avoiding lawsuits and potential IRS transitional relief. These and other issues are reviewed in this important article from PenChecks Trust® – “Take Advantage of Forfeiture Relief in 2024 While Avoiding Lawsuits”.
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Know The Forfeiture Rules for 2024
To help your client properly handle forfeitures, the article includes the following key points:
- What forfeitures can be used for in a defined contribution plan
- The rise of forfeiture lawsuits
- Specifying forfeiture use in the plan document
- Strategies for preventing or avoiding a forfeiture lawsuit
Better understand how to take advantage of forfeiture relief in 2024. Become a valued resource by helping your clients comply with the law and avoid lawsuits.
Call 800.541.3938 or scheduling a consult with a PenChecks plan professional.
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