Legislative/ Regulatory
Browse by
-
Six tips to help you locate missing retirement plan participants
If you’re a plan fiduciary and you’re wondering whether you need to pay attention to the recent guidance from the DOL—the answer is yes. We’ll help you understand how participants go missing and provide you with best practices to find them.
Read more -
Five things you should know about the IRS’s latest 401(k) plan restatement cycle for preapproved plans
Learn about the 401(k) plan restatement process and the document options that are available to plan sponsors.
Read more -
Interim final rule on the SECURE Act’s lifetime income illustrations for defined contribution plans
The DOL has issued new lifetime income disclosure rules for defined contribution plans.
-
A closer look at the DOL’s safe harbor eDelivery rule
The U.S. Department of Labor has provided final rules for eDelivery that ERISA plan sponsors should follow.
-
IRS guidance for the CARES Act is worth the wait
Notice 2020-50 clarifies treatment of coronavirus-related distributions (CRDs) and explains increased loan limits and suspension of loan repayments.
-
IRS provides relief and other guidance on 2020 required minimum distributions
Learn about recent RMD relief and guidance from the IRS.
-
IRS provides guidance on midyear changes to contributions to 401(k) safe harbor plans
Get the facts about the IRS’s guidance on midyear changes to 401(k) safe harbor contributions.
-
How a Paycheck Protection Program loan can help your small business clients
How small businesses can use Paycheck Protection Program loans to make 401(k) contributions
-
IRS relaxes rules for obtaining spousal consent for 2020
IRS Notice 2020-42 creates a remote notarization process for retirement plan transactions that require spousal consent. This helps solve problems related to social distancing and COVID-19.
-
The new 2020 RMD rules and how they can help your clients
Help your retiree clients understand the RMD waiver in the CARES Act.
All Tags
- 2020 required minimum distributions (3)
- 401(k) (46)
- 401(k) contribution limits (2)
- 401(k) digital education (1)
- 401(k) distribution (1)
- 401(k) hardship withdrawal rules (1)
- 401(k) investing (2)
- 401(k) investment menu (1)
- 401(k) investments (15)
- 401(k) learning (1)
- 401(k) loan (2)
- 401(k) net fees (1)
- 401(k) online engagement (1)
- 401(k) optimization (1)
- 401(k) participants (1)
- 401(k) plan (23)
- 401(k) plan basics (1)
- 401(k) plan design (2)
- 401(k) plan restatement cycle (1)
- 401(k) plan questions (1)
- 401(k) pretax or post-tax (1)
- 401(k) protection (1)
- 401(k) questions (2)
- 401(k) withdrawal (2)
- 529 plan (1)
- Advisor practice building (1)
- Advisor practice management (3)
- Apply for financial aid (1)
- Applying for a mortgage (1)
- Are retirement plan accounts protected from creditors? (1)
- Auto-enrollment (1)
- Auto features (1)
- Auto loan rates (1)
- Auto loans (2)
- Back to office cybersecurity (1)
- Best practices for 401(k) RFP (1)
- Budgeting (2)
- CARES Act (10)
- CARES Act and defined benefit plans (1)
- CARES Act for retirement plans (2)
- CARES Act 401(k) loan (1)
- Choosing an auto loan (1)
- College planning (1)
- College savings (1)
- College savings plan (2)
- Collective investment trust (1)
- Coronavirus (2)
- COVID-19 (4)
- COVID-19 small business scam (1)
- CRD (5)
- Dangers of credit card debt (1)
- Defined benefit plan (2)
- Defined contribution plan (6)
- Distribution option (1)
- DOL safe harbor (1)
- Early retirement (1)
- EBSA (1)
- eDelivery rule (1)
- Electronic delivery (1)
- Emergency savings account (1)
- Employee census for 401(k) (1)
- Employer match (1)
- ERISA plan (9)
- ERISA (24)
- ERISA actual knowledge (1)
- Estate guidance (1)
- Estate planning (1)
- Estate planning checklist (1)
- FAFSA (1)
- Families First Coronavirus Response Act (1)
- Fee policy statement (1)
- FFCRA (1)
- Fiduciary (5)
- Financial advisor careers for women (1)
- Financial aid (1)
- Financial decisions (2)
- Financial planning for the holidays (1)
- Financial stress (10)
- Financial stress during the pandemic (6)
- Financial wellness (6)
- Gen X (1)
- Gen X retirement planning (1)
- Hardship withdrawal (1)
- Health savings account (1)
- Holiday planning during the pandemic (1)
- How does a 401(k) loan work? (1)
- How much Social Security will I get when I retire? (1)
- How to retire early (1)
- HSA (1)
- IRA (1)
- IRA vs. 401(k) (1)
- IRS limits (1)
- IRS Notice 2020-42 (1)
- IRS pre-approved plans (1)
- LIfetime income illustration (1)
- Locate missing retirement plan participants (1)
- Market volatility (8)
- Market fluctuations 401(k) (1)
- Merger (1)
- M&A (1)
- Mortgage interest rates (2)
- Multiple employer plan (1)
- National 401(k) Day (1)
- Nonqualified plan (1)
- NQDC plan (1)
- Online personal information (1)
- Partial 401(k) plan termination (1)
- Participant communications (2)
- Paycheck Protection Program (1)
- Pension plans (1)
- Personalized planning (1)
- Plan design (1)
- Plan sponsor goals (1)
- Plan sponsor priorities (1)
- Pooled employer plan (1)
- PPP loans (1)
- Preparing for retirement (1)
- Reduce financial stress (1)
- Relationship management (1)
- Remote notarization (1)
- Retirement checklist (1)
- Retirement income (1)
- Retirement lifestyles (1)
- Retirement plan (34)
- Retirement plan cybercrime (1)
- Retirement plan cybersecurity (1)
- Retirement plan deadlines (1)
- Retirement plan fiduciary (1)
- Retirement plan management (2)
- Retirement plan match (1)
- Retirement planning (13)
- Retirement plan recordkeeper (2)
- Retirement plans for small business (5)
- Retirement readiness (7)
- Retirement savings (19)
- Retirement savings plan (5)
- RFP (1)
- RMD rules (2)
- RMD waiver (2)
- Rollover (1)
- Roth 401(k) (1)
- Saving for retirement (3)
- Safe harbor changes (1)
- Safe harbor contributions (1)
- Saving for college (1)
- Saving for retirement in your 20s (1)
- SIMPLE IRA (1)
- SECURE Act (2)
- Setting up a budget (1)
- Single employer plan (1)
- Small business retirement plans (1)
- Spousal consent retirement (1)
- Stable value (4)
- Student loans (1)
- Taft-Hartley (4)
- Taft-Hartley retirement plan (3)
- Taft-Hartley pension plans (1)
- Take a 401(k) loan (1)
- Taking money out of a 401(k) (2)
- Target-date fund (2)
- TDF (1)
- The Coronavirus Aid, Relief, and Economic Security (CARES) Act (3)
- Union retirement plans (1)
- Ways to protect information (1)
- Web security (2)
- What is a 401(k)? (3)
- What is a CIT (1)
- What is a fiduciary? (1)
- What questions should I ask about my 401(k)? (1)
- What is ERISA? (1)
- What is a defined contribution plan? (1)
- What's a nonqualified plan? (1)
- What is a Roth 401(k)? (1)
- What is Social Security? (1)
- Women financial advisors (1)