Substantiation Requirement Clarified for Examination Purposes -
Over the past few years, employers and plan administrators have frequently asked how hardship withdrawal requests can/should be substantiated from 401(k)...more
On January 13, 2017, the IRS issued guidance setting March 31, 2020 as the last day of the remedial amendment period for 403(b) retirement plans.
A remedial amendment period is a time frame during which an employer can...more