Category: Retirement Plans

Electronic Retirement Plan Disclosures
DOL Finalizes Rule on Electronic Disclosure of Retirement Plan Documents

The Department of Labor (DOL) recently finalized a rule that makes it easier for plan…

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401(k) Missed Deadlines Due to COVID-19
Addressing Missed 401(k) Plan Deadlines During COVID-19

The federal government has offered relief for 401(k) plan sponsors who may have missed some…

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Retirement Planning
IRS Extends Relief for 2020 RMD Waivers and Rollovers

IRS extended the deadline for retirement plan participants to return an unwanted RMD to their…

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Company Retirement Plans
Workforce Reductions and the Impacts to Company Retirement Plans

While furloughs and layoffs have a significant and immediate impact on a company’s operations, plan…

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ASC 820 Fair Value Disclosures
Disclosure Requirements for Benefit Plan Assets & Liabilities (ASC 820)

The Financial Accounting Standards Board (FASB) has simplified certain disclosure requirements related to measuring the…

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Partial Plan Termination
What Plan Sponsors Need to Know About Layoffs and Partial Plan Termination

While downsizing the workforce can help companies remain afloat, plan sponsors need to understand how…

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Retirement Plan Cybersecurity
Remote Working and Cybersecurity Considerations for Retirement Plan Sponsors

With a surge in remote working, plan sponsors need to think about protecting retirement plan…

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SECURE Act Retirement Planning
SECURE Act: Educating Employees About What It Means for Them

The SECURE Act includes many changes designed to help strengthen employees’ retirement security, but employees…

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CARES Act Impact to Defined Benefit Plans
CARES Act Relaxes Qualified Plan and Employee Benefit Rules to Improve Cash Flow for Employer and Employees

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) (H.R. 748) includes several relief…

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COVID-19 Impact to Retirement Plans
COVID-19’s Impact on U.S. Retirement Plans

We address three of the most immediate questions that companies should be considering related to…

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