Archives

Upcoming Speaking Engagement for September

Wednesday, September 3010:00 - 11:00 a.m.On September 30, 2020, I will be a panelist in a Webex presentation that will include a retirement…
Continue reading

IRS Updates Special Tax Notice for Certain Plan Distributions:

On August 6, 2020, via Notice 2020-62, the IRS published its updated model notice that can be used to satisfy section 402(f) of…
Continue reading

IRS Issues Guidance on Rollover Rules for Plan Loan Offset Amounts:

On August 20, 2020, the IRS published proposed regulations addressing a provision of the Tax Cuts and Jobs Act (the “TCJA”), which became…
Continue reading

DOL Publishes Guidance on Retirement Plan Benefit Statements:

On August 5, 2020, the DOL issued a regulation regarding information that must be provided on defined contribution plan participants’ benefit statements under…
Continue reading