Viewpoints by Ann Marie Irons, at John Hancock Retirement
In this role, Ann Marie is responsible for consulting with internal and external partners with respect to the impact of statutory and regulatory guidance on plan and product design for qualified and nonqualified plans. In addition, she drafts plan documentation and filings to be submitted to the IRS and U.S. Department of Labor. Ann Marie has been with John Hancock since 2008, and has over 20 years of experience in the retirement industry. She earned a B.A. in Political Science from Boston College and a J.D. from Suffolk University Law School. Ann Marie is a member of the Massachusetts Bar Association and is a certificate holder under the CFA Institute’s Investment Foundations Program.
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SIMPLE IRAs: what to know after SECURE 2.0
SECURE 2.0 added an opportunity for the sponsor of a SIMPLE IRA plan to terminate the SIMPLE IRA plan midyear if the SIMPLE IRA plan is replaced with a safe harbor 401(k) plan. IRS Notice 2024-2 provided details on how this is accomplished.
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Adding a nonqualified deferred compensation plan to your benefits package
In a tough labor market, you may want to consider adding a nonqualified deferred compensation (NQDC) plan as a supplemental, tax-advantaged savings opportunity for executives and other employees.
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EBSA provides disaster relief for retirement plans
On April 29, the EBSA, a branch of the DOL, issued EBSA Disaster Relief Notice 2020-01, offering relief for plan sponsors and easing certain provisions for companies affected by COVID-19.
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