by Deanna Fisher | Nov 15, 2019 | Uncategorized
The Final Rule on Hardship Distributions On Sept. 23rd, the IRS published a final rule that relaxes several existing restrictions on participant hardship distributions from defined contribution plans. Some of these changes are mandatory, requiring employers to make...
by Deanna Fisher | Nov 15, 2019 | Uncategorized
Safe Harbor 401(k) Plan Design Being the bearer of bad news isn’t fun. When the third-party administration firm relays that aspects of the annual compliance testing have failed causing many of the company’s executives to receive taxable distributions from the plan, it...
by Deanna Fisher | Nov 14, 2019 | Uncategorized
IRS Announces Limits for 2020 On November 6th, 2019, the IRS announced the cost of living adjustments affecting the dollar limitations for retirement plans. Contribution and benefit increases are based on a calculated change in the Consumer Price Index and are...
Recent Comments