Forward Thinking

Timely topics with plan fiduciaries in mind.

Final Rule on Hardships
Fiduciary Governance

Final Rule on Hardships

On September 23, the IRS published its final regulations on hardship distributions, which can be found here. This codifies several changes to hardships that we’ve been following since they were included in the Bipartisan Budget Act of 2018 and the Tax Cuts ...

Never Stop Learning
Tax Exempt

Never Stop Learning

Routinely, we get our consulting team together in Portland for short collaborations. During this time, we can both share ideas ...