by Paul Fennell | Sep 13, 2018 | Uncategorized
Hardships Get a Little Easier Earlier this year, the Bipartisan Budget Act of 2018 was passed by Congress and signed into law. While this law made several changes that impact retirement plans, one provision changing the rules around hardship distributions is...
by Taylor Brown | Sep 12, 2018 | Uncategorized
Helping Hands One of the most prevalent and difficult challenges for many twenty somethings these days is the repayment of their, often substantial, student loan debt. Statistics show that the average college graduate with a bachelor’s degree left school in 2016 with...
by Taylor Brown | Sep 10, 2018 | Uncategorized
Tis the Season… It’s the time of year when Plan Sponsors scramble to deliver the myriad notices required to be given to their participants. Even with the help of service providers, the sheer number of notices can be overwhelming. Below is a summary of the...
by Taylor Brown | Sep 9, 2018 | Uncategorized
Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) December 2018 December 1st Participant Notices – Annual notices due for Safe Harbor elections, Qualified Default Contributions (QDIA), and Automatic Contribution Arrangements (EACA or QACA). December 31st...
by Taylor Brown | Sep 8, 2018 | Uncategorized
Port in the Storm Natural disasters can cause upheaval in many aspects of victims’ lives and this destruction often extends to financial matters. What should otherwise be routine compliance for plan deadlines can prove difficult in these extreme events and the...
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