July 30, 2020
New IRS Rules For Employers Considering “Turning-Off” Safe Harbor Contributions
A common 401k plan design includes a “safe harbor” (“SH”) feature. By agreeing to make…
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July 6, 2020
Rollover Relief for “Minimum Required Distributions”
“Minimum required distributions” (commonly referred to as MRDs or RMDs) generally are required to be…
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June 16, 2020
IRS Guidance Expected About Coronavirus-Related Distributions and Loans
The CARES Act, which became law on March 27th, provides Coronavirus-related “relief” that includes special…
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May 22, 2020
Electronic Options To Replace Paper For Distributing Retirement Plan Information
The U.S. Department of Labor (DOL) has two new options for using electronic means to…
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May 1, 2020
The Impact of COVID-19 on Your 401k, 403b or Defined Benefit Plan
Six weeks ago, “NY Pause” was fully implemented. Five weeks ago, the CARES Act was…
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March 31, 2020
Waiver of Certain Retirement Plan Mandatory Distributions
The ‘‘Coronavirus Aid, Relief, and Economic Security Act’’, referred to as the ‘‘CARES Act’’, suspended…
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March 31, 2020
Coronavirus-Related Plan Loan Relief
The ‘‘Coronavirus Aid, Relief, and Economic Security Act’’, referred to as the ‘‘CARES Act’’, includes…
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March 30, 2020
COVID-19 Distributions from Retirement Plans
The ‘‘Coronavirus Aid, Relief, and Economic Security Act’’, referred to as the ‘‘CARES Act’’, permits…
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March 30, 2020
CARES Act Relief for Certain Defined Benefit Plan Funding Requirements
The ‘‘Coronavirus Aid, Relief, and Economic Security Act’’, referred to as the ‘‘CARES Act’’, which…
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March 26, 2020
The Impact of the CARES Act on Retirement Plans
The ‘‘Coronavirus Aid, Relief, and Economic Security Act’’, referred to as the ‘‘CARES Act’’, was…
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