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IRS increase user fees

The Internal Revenue Service (IRS) has announced increases to user fees for letter rulings and deter...

COVID caused retirement plan raid

Kiplinger conducted a poll that showed that plan participants did raid their retirement plan account...

New law provides disaster distribution relief New law provides disaster distribution relief

The Consolidated Appropriations Act, 2021 signed into law by President Trump, also provided relief t...

Money purchase plan distributions available for COVID relief

The Consolidated Appropriations Act, 2021, signed into law by President Donald Trump on December 27,...

Relief provided for partial terminations

The Consolidated Appropriations Act, 2021, signed into law by President Donald Trump on December 27,...

That 401(k) National Virtual Conference is this January

Zoom will be the place to be for That 401(k) National Virtual Conference on Thursday-Friday, January...

Bill to expand MEPs to 403(b) plans introduced

I rarely talk about legislation because so many bills over the years get proposed with zero action b...

Paychex creates its own PEP

Paychex created its own pooled employer plan (PEP). Mesirow Financial will serve as the 3(38) invest...

2019 showed record retirement plan savings

The Plan Sponsor Council of America’s Annual Survey shows that 2019 was a great year for retiremen...

That 401(k) Pooled Employer Plan coming soon

As an ERISA attorney, I work on pooled employer plans for plan providers and I work on my owned pool...