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Paying Fees from Plan Assets
Download The Companion Document COVID-19 is obviously causing financial stress and, when it comes to your clients’ qualified retirement plans, they may be looking for ways to reduce expenses. In this talk, we’ll detail the three options they have to use plan...
E-Delivery Final Regulations
During the past six months there’s been a flurry of retirement plan regulatory/legislative changes between the SECURE Act and CARES Act (and subsequent coronavirus-related relief), and on Thursday, May 21st the DOL announced the final rules enabling required plan...
Understanding 3(16) Fiduciary Responsibilities And The Advantages Of Hiring a 3(16) Fiduciary Service Provider
By: Scott M. Cloud, MBA, CPC Administered by the Department of Labor (DOL), the Employee Retirement Income Security Act (ERISA) provides the federal statutory framework for fiduciary compliance standards in 401(k) plans, profit sharing plans, money purchase plans,...
How the CARES Act Applies to Your Retirement Plan
IMPORTANT HIGHLIGHTS The Coronavirus Aid, Relief and Economic Security (CARES) Act includes provisions that may apply to your retirement plan. Here are some important highlights to know first. The CARES ACT expands and relaxes rules on withdrawals,...
Understanding the CARES Act, Upcoming Compliance Deadlines for Calendar-Year Plans, Ask the Experts
Understanding the CARES ActUpcoming Compliance Deadlines for Calendar-Year PlansAsk the Experts Understanding the CARES Act On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a massive relief bill for those suffering as a...
The Coronavirus Stimulus Bill with Retirement Provisions
On Friday afternoon the President signed into law an unprecedented $2 trillion stimulus bill to rescue the U.S. economy, including retirement plan provisions which will bring relief to many participants and employers alike. It is called the Coronavirus Aid, Relief,...