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…
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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…
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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…
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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…
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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…
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News
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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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…
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News
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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News
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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News
March 11, 2020

The Potential “Payroll Tax Holiday”​ May Be An Opportunity For A Business Owner to Increase Personal Retirement Savings

There is discussion in Washington about “suspending” some or all of the “payroll taxes”, i.e.,…
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