Category: Retirement Plans
Hardship Distributions: What Retirement Plan Sponsors Need to Know About Complying with Recent Changes
Retirement plan sponsors should review these recent changes related to hardship distributions to ensure compliance…
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Upcoming Changes to ERISA Benefit Plan Audits: What Plan Sponsors Need to Know
Plan sponsors should begin preparing for new standards related to ERISA employee benefit plans, including…
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FAQs for Retirement Plan Sponsors and Employees on CARES Act Relief
The CARES Act was a rapid response by the federal government to help businesses and…
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On the Horizon: Possible Retirement Plan Changes with SECURE Act 2.0
Brief overview of some potential changes on the horizon under a SECURE Act 2.0, which…
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Preparing for a First-Time 401k Plan Audit
For retirement plan administrators preparing for a first-time audit, much of the process can seem…
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Documenting Late 401(k) Plan Deposits Due To COVID-19
The DOL has provided relief for retirement plan sponsors who have been late remitting employee…
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2021 Cost of Living Adjustments for Qualified Retirement Plans
The government’s annual cost-of-living adjustments (COLA) for 2021 have been announced by the Internal Revenue…
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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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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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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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