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Communicating with retirement plan participants is always important; and aside from law and regulation requiring it, such communications can serve participants well and help make a retirement plan more effective and meaningful. But doing so during a pandemic poses challenges and can require... READ MORE
We need your help in setting the agenda for the 2021 NTSA Summit, which will be held in New Orleans Feb. 21-23, 2021!   You can help shape the conference ranking and contributing topics for the agenda. We launched an innovative online polling tool to compile the best ideas for the 2021 session... READ MORE
The IRS has provided questions and answers concerning the provisions of the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act and how they apply to and affect retirement plans and IRAs. Specifically, the May 4 Q&As concern Section 2202 of the CARES Act, which provides for special... READ MORE
Technology is ubiquitous, and its use has only increased in importance as a means to communicate, meet needs, and reach clients and potential clients. In a special, two-part WOWcast series that starts on May 7—Cyber Selling and Servicing—a panel of exceptional individuals share their expertise and... READ MORE
The IRS had some unwelcome news for plan advisors and small businesses that may be taking advantage of forgivable loans under the Paycheck Protection Program.     In short, the IRS is saying no to the potential for a double-tax benefit. The IRS advises in Notice 2020-32 released April 30 that it... READ MORE
In MarketBeat, Maria Hurd writes about the required minimum distribution rules under the SECURE Act and how they affect financial statement audits. READ MORE
Tech Talk addresses what happens after an audit of a retirement plan is conducted, and the questions one may ask of an auditor. READ MORE
The IRS now will accept both paper and electronic requests for advice. The IRS announced on April 30 that it is allowing the electronic submission of requests for letter rulings, closing agreements, determination letters and information letters under the jurisdiction of the IRS Office of Chief... READ MORE
Recent guidance clarifies that retirement contributions for unincorporated sole proprietors are excluded from payroll costs in calculating the maximum loan amount under the Paycheck Protection Program (PPP)—and so can’t be forgiven under the terms of that program. Specifically, the Small Business... READ MORE
In times like these, communication with clients and business partners is more important than ever. Early into the onset of the pandemic, I noticed how active our wholesaler partners were with advisors in our office. Nearly every day, we were receiving phone calls and emails from these investment... READ MORE

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