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A commitment to continuing education is an important investment in the future. This is especially true for a student covered as a child annuitant under the Survivor Benefit Plan, or SBP. The plan’s children’s pension payments generally end when beneficiaries turn 18. But if you are a recipient attending a full-time educational institution – in …

The ERISA Consultants at the Retirement Learning Center Resource Desk receive regular calls from financial advisers on a wide range of technical topics related to IRAs, Qualified Pension Plans, and other types of Retirement Savings Plans. We bring you Case of the Week to highlight the most relevant topics affecting your business. A recent call …