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On May 4, 2020, the Internal Revenue Service (“IRS”) issued the following Questi...
On April 29 2020, the Employee Benefit Security Administration (“EBSA”), a divis...
Download in PDF Congress has reached an agreement on Phase 3 of the COVID-19 rel...
Is it possible to reduce or suspend safe harbor contributions mid-year? Yes. Emp...
Last Updated: April 8, 2020 On March 27, 2020, the U.S. House of Representatives...
The retirement plan world was caught somewhat by surprise when long-awaited legi...
Nearly half (48%) of retirement plan participants are either “confident” or “ver...
For decades now the typical career has consisted of approximately 40 years spent...
Q: An employee has requested a hardship withdrawal from the 401(k) plan. We are ...
Download PDF How we got here Only 55% of American workers participate in an empl...
Generally speaking, we don’t encourage being shifty. But applying a few innovati...