by Marketing | Nov 13, 2020 | News and Articles
With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006. This legislation came to us by virtue of The Setting Every...
by Marketing | Nov 13, 2020 | News and Articles
2020 has been a difficult year with many unexpected challenges. For companies that sponsor retirement plans, some of these challenges came in the form of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. While the CARES Act provided much needed relief to...
by Marketing | Nov 13, 2020 | News and Articles
Approximately every six years, the IRS requires that all qualified retirement plans update (or “restate”) their plan documents to reflect recent legislative and regulatory changes. Plan restatements are divided into staggered six-year cycles depending on the type of...
by Marketing | Apr 7, 2020 | News and Articles
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a massive relief bill for those suffering as a result of the Coronavirus pandemic, was signed into law. Besides the generalized financial relief afforded to individuals, as...
