The Employee Benefits Group provides updates and guidance for clients with retirement plans. First, the Department of Labor recently issued interim final regulations requiring new information to be included on ERISA-covered...more
9/8/2020
/ 401k ,
403(b) Plans ,
Department of Labor (DOL) ,
Employee Retirement Income Security Act (ERISA) ,
IRA Rollovers ,
IRS ,
Qualified Retirement Plans ,
Retirement Plan ,
Safe Harbors ,
SECURE Act ,
Special Tax
CARES Act makes sweeping changes to the withdrawal and loan provisions of 401(k) and other retirement plans (and IRAs) for individuals needing access to their retirement funds to deal with the financial burdens associated...more
This past period of time has brought much uncertainty to the world as well as to employers with retirement plans that have been impacted by COVID-19. This advisory provides insights and guidance to consider for...more