News Archives

News

September 14, 2020

Federal Tax Credit Available For A Small Business That Adds — Or Maybe Added — 401k Plan Auto-Enrollment

Automatic enrollment is a 401k plan feature whereby employees who do not voluntarily elect to…

Mark Brand

Love1

News

August 31, 2020

IRS Guidance on Repayment of Coronavirus-Related Distributions (CRDs)

The CARES Act permits certain eligible 401k Plan participants to take coronavirus-related distributions (CRDs) during…

Mark Brand

Love1

News

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…

Mark Brand

Love1

News

July 6, 2020

Rollover Relief for “Minimum Required Distributions”

“Minimum required distributions” (commonly referred to as MRDs or RMDs) generally are required to be…

Mark Brand

Love2

News

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…

Mark Brand

Love1

News

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…

Mark Brand

Love2

News

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…

Mark Brand

Love1

News

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…

Mark Brand

Love2

News

March 31, 2020

Coronavirus-Related Plan Loan Relief

The ‘‘Coronavirus Aid, Relief, and Economic Security Act’’, referred to as the ‘‘CARES Act’’, includes…

Mark Brand

Love1

News

March 30, 2020

COVID-19 Distributions from Retirement Plans

The ‘‘Coronavirus Aid, Relief, and Economic Security Act’’, referred to as the ‘‘CARES Act’’, permits…

Mark Brand

Love2

News

Helping businesses choose the right retirement plan, with the right features, run the right way, since 1982.