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Rollover of Qualified Plan Loan Offsets: Will the Tax Bill Have an Impact?

Retirement plan “leakage” — premature distribution of retirement plan assets — has been a significant focus of retirement plan policy for a number of years. One primary source of leakage is retirement plan loan defaults. In a...more

Just-Passed Tax Cuts and Jobs Act Will Significantly Impact Higher Education

House and Senate Republicans passed a comprehensive tax reform bill on December 20, 2017 that makes sweeping changes throughout the Internal Revenue Code affecting many educational institutions, as well as most individuals...more

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