The Internal Revenue Service (IRS) released Notice 2020-50 which provides guidance on coronavirus-related distributions (CRDs) and loans under the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act.
At the onset of the coronavirus pandemic, I’m sure many of us could not have imagined how rapid and dramatic everyday life and ...
Given the COVID-19 pandemic, I’ve had several clients request to cancel their March 31, 2020 investment reviews. Earlier this ...
The COVID-19 virus is having an unprecedented impact on employers of all shapes and sizes, and many are having to review employee ...
Earlier this month, the Trustees of Princeton University settled a class action suit brought by participants in their retirement ...
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On Friday, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed by President Trump. This large stimulus ...
Too much has now been written and said about the SECURE Act and the fact that it is the “most substantial piece of retirement ...
Last year, I wrote a piece outlining how many retirement plan consulting firms are changing their structure and approach to ...
The Internal Revenue Service (IRS) established the Employee Plans Compliance Resolution System (EPCRS) to provide retirement plan ...
Higher education institutions are vibrant workplaces where administrators, faculty, and staff all move toward a common purpose of ...
On Aug. 31, 2018, President Trump issued an Executive Order (EO) that focused on key initiatives to improve the retirement ...