As we kick off the New Year, it’s a good time to be reminded that the waiver of Required Minimum Distributions (RMDs) expired on Dec. 31, 2020, and you will need to return to taking your RMD in 2021. Here are a few additional rules for the 2020 waiver that ...
As we covered in Part 1 of this series, recordkeeping and administration of retirement plans is multifaceted, and the proposals ...
Recordkeeping and administration of retirement plans is multifaceted, and the proposals for these services reflect that ...
On October 27, the House Ways & Means Committee introduced the Securing a Strong Retirement Act of 2020, a follow up to the ...
2020 has brought retirement plans non-stop changes from Washington, D.C. Right before the beginning of the year, the SECURE Act ...
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Schlichter Bogard & Denton LLP, a law firm in St. Louis, continues to identify targets of class action litigation for ...
Plans break operationally from dozens of causes, but without regard to cause, these are the most common failures continually ...
The Department of Labor (DOL) recently published its final rule providing a safe harbor to allow retirement plan administrators ...
Given the COVID-19 pandemic, I’ve had several clients request to cancel their March 31, 2020 investment reviews. Earlier this ...
In response to the coronavirus pandemic, the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act was signed by the ...
The Internal Revenue Service (IRS) established the Employee Plans Compliance Resolution System (EPCRS) to provide retirement plan ...