Viewpoints by Robin L. Revzin, at John Hancock Retirement
In this role, Robin drafts plan documentation, responds to retirement plan questions, and interprets regulatory guidance. She regularly presents on retirement plan topics and legislative changes to our business partners. Robin joined the organization in 2016, and has over 30 years' experience in the retirement industry. Prior to joining our team, she worked at a TPA firm for over 21 years and at a benefits consulting firm for 7 years. Robin also taught mathematics at a high school in New Jersey for 3 years before entering the retirement plan industry.
Robin received a B.A. in Mathematics from Fairleigh Dickinson University. She’s designated as a Qualified Pension Administrator (QPA) under ASPPA and is an Enrolled Retirement Plan Agent (ERPA) under the IRS.
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The RMD evolution: understanding the 2024 required minimum distribution regulations
The IRS’s final 2024 RMD regulations are out. Get a quick summary from our ERISA specialists.
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Long-term, part-time employees: Guidance has finally arrived
The long-term, part-time (LTPT) employee rules were amended under the SECURE 2.0 Act. We’ll clarify what this means for plan sponsors, service providers, and financial professionals.
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SECURE 2.0 tax credits: a way to compete with state retirement plans
Find out how the SECURE 2.0 tax credits can help financial professionals overcome the cost advantage of state-facilitated retirement plans and open doors in the small plan market.
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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.
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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.
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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.
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IRS provides relief and other guidance on 2020 required minimum distributions
Learn about recent RMD relief and guidance from the IRS.
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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.
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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
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The IRS has extended retirement plan deadlines—what plan sponsors need to know
Retirement plan sponsors will be relieved that the deadlines for many retirement plan actions were recently extended to July 15, 2020, by the IRS. We’ll explain some key actions affected by this extension and how they may apply to your plan.
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