As Erik Daley wrote last year, we have three committees that govern and drive our consulting activities. These committees are Vendor Services, Technical Services, and Investments. Last year, I wrote a blog post on the discussions that took place at an ...
The CARES Act includes a provision to allow Coronavirus Related Distributions (CRDs) of up to $100,000. This can have a ...
The CARES Act is complicated! Never fear, retirement plan sponsors everywhere are asking the same questions about how the CARES ...
With the current health and economic challenges presented by the coronavirus (COVID-19), organizations may be forced to downsize ...
The CARES Act provides plan sponsors the opportunity to provide access to retirement funds for individuals impacted by the ...
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Recent news reports have highlighted an issue that many Americans struggle with, and when looking at the underlying data, it ...
While the SECURE Act has gotten a lot of attention in the retirement plan industry recently, and with good reason, there is ...
The opening of a new year is always a good opportunity to take stock of where you are and set goals for the New Year. At ...
Last year, I wrote a piece outlining how many retirement plan consulting firms are changing their structure and approach to ...
Recently, the IRS proposed new regulations that would change the calculations used for required minimum distributions (RMDs) for ...
The Department of Labor (DOL) has announced the release of a new proposed rule for safe harbor for electronic delivery of ...