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.
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 ...
Too much has now been written and said about the SECURE Act and the fact that it is the “most substantial piece of retirement ...
Sign-up to receive our blog posts straight to your inbox.
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 ...
Earlier this month, the Securities and Exchange Commission (SEC) launched an investigation into the sales and compensation ...
While the cases against 401(k)s and 403(b)s continue to make their way through the courts, these cases continue to see new legal ...