Author Archives: jennifer long

On November 6, 2019, via Notice 2019-59, the IRS announced the effect of cost-of-living adjustments on certain 2020 dollar limits for various retirement…

As the end of 2019 quickly approaches, retirement plan sponsors should promptly consider several important potential tasks. Examples include the following: December 1…

On October 23, 2019, the DOL published eagerly-awaited guidance. The guidance, in the form of a proposed regulation, deals with an area that…

On September 23, 2019, the IRS published final regulations governing financial hardship distributions from 401(k) plans and 403(b) plans. As background, while a…