Log in

New Distribution Options to Encourage Savings

Jen Swets 12/11/23
Read More

It’s About Time – Long Term, Part Time Employees – Part 2

Adam C. Pozek 11/27/23
Read More

It’s About Time – Long Term, Part Time Employees – Part 1

Adam C. Pozek 11/27/23
Read More

Grab Bag of RMD Changes

Sue Schnur 11/13/23
Read More

Cash Out Limit is Movin' On Up

Carter Kimball 10/17/23
Read More

Trust But Verify...But Not For Hardship Distributions

Haden McDonald 10/12/23
Read More

Automatic (Enrollment) for the People - Losing Your Discretion

Adam C. Pozek 02/6/23
Ever since creating the ACA, EACA, and QACA as part of the Pension Protection Act of 2006, Congress has acted like automatic enrollment is the greatest thing since sliced bread when it comes to improving workers’ retirement savings (never mind how ridiculous those acronyms sound, especially all together like that). They have continued down that ...
Read More

CARES Act Relief for Retirement Plan Loan Payments is Ending, Now What?

DWC 12/8/20
Facts Earlier this year, we implemented the coronavirus relief provisions that allowed our participants to suspend loan payments for the remainder of 2020. As a result of reduced hours and other financial hardships, we had a number of plan participants take advantage of this relief.
Read More

Must I Complete the Upcoming Mandatory Plan Document Restatement Before Terminating My Plan?

DWC 07/14/20
Facts I currently sponsor a 401(k) plan for my employees. As I start to consider retirement myself and eventual dissolution of the business, I’m compiling a list of all the things I need to do to wind down. One of those to-do items is to terminate the 401(k) plan.
Read More

DWC News Update | eDisclosures: Initial Notice and Notice of Internet Availability

DWC 06/29/20
Welcome to the exciting conclusion of our foray into the brave new world of eDisclosures. Today, in our final look at the DOL’s new eDisclosure ruling, we will breakdown the Initial Notice and the Notice of Internet Availability (NOIA – because we need a new acronym).
Read More

Categories

See all

The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.