Author Archives: jennifer long

September 2018 Upcoming Speaking Engagement

Wednesday, September 26 and Thursday, September 27 11:00am - 1:00pm Eddie Merlot's Denver Tech Center 10110 E Dry Creek Rd, Centennial, CO 80112…
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President Trump Signs Executive Order Addressing Retirement Plans:

On August 31, 2018, President Trump signed an Executive Order (the “Order”) that included three main provisions. First, the Order aims at providing…
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IRS Issues Guidance on Tying Certain Retirement Plan Contributions to Employees’ Student Loan Repayments:

On August 17, 2018, the IRS released Private Letter Ruling 201833012 (the “PLR”). The party that requested the PLR is a 401(k) plan…
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New IRS Regulations Provide Welcome News for 401(k) Plan Sponsors: 

As explained in the February, 2017 edition of The Speed Reader, last year the IRS published proposed regulations that helpfully expanded the permissible…
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