Viewpoints by Tami Guimelli, at John Hancock Retirement
Tami D. Guimelli is an assistant vice president and associate chief counsel for John Hancock. She has extensive experience with qualified and nonqualified retirement plans, plan design and qualification issues, plan mergers and terminations, ERISA and IRS reporting, and disclosure requirements. In addition, Tami participates in product development and company initiatives, develops and implements ERISA strategies, and serves as a technical resource for the organization. She joined John Hancock in 1995, and has 30 years’ experience in the employee benefits industry. Tami earned a B.A. in English from Bates College and a J.D. from Suffolk University Law School. She’s a member of the American Bar Association and the Massachusetts Bar Association. Outside of work, Tami enjoys hiking, biking, and touring vineyards and baseball stadiums.
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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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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.
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Why state-mandated auto-IRAs are good for your retirement practice
California, Oregon, and Illinois are actively enrolling employees in mandated auto-IRA programs. See what it means for financial professionals.
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The 2020 401(k) contribution limits and how to use them
The 2020 retirement plan contribution limits from the IRS govern how much can be contributed in different types of tax-favored accounts. These limits can help guide retirement saving and tax planning for the coming year and beyond.
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