Tag: retirement plans

WealthManagement_MarketNews
Retirement Contribution Extensions, Tax Increases, and More Market-Related News This Week

Our team is monitoring deadline extensions, potential tax increases, and more market-related news that could…

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hardship distributions
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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SAS 136
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 & Employees on CARES Act Relief
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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Potential Changes Under SECURE Act 2.0
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
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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IRS Changes To Tax Capital Reporting Requirements
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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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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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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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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