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Portability permits the rollover of eligible distributions from eligible retirement plans to any other eligible retirement plan by participants and spousal beneficiaries of those participants.
The following generally explains the rules and requirements for the virtually interchangeable rollovers...
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Under the Department of Labor’s 2012 final rule to improve transparency of fees and expenses to workers in 401(k)-type retirement plans, there are three categories of plan-related information that must be disclosed. These forms of information must be given to participants on or before the date they...
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In Part III of the 11th Series of the NTSA WOWcasts, NTSA Past President Randy Aranowitz interviews Richard Williams, President and CEO of Williams and Co., who is a 2015 NTSA Elite Advisor as well as a member of the current NTSA Leadership Council. They discuss volunteerism and what the NTSA means...
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It’s not over yet, but after six days of intense negotiations, about midnight on March 25, the Senate unanimously approved a sweeping $2 trillion stimulus bill, including retirement relief provisions supported by the American Retirement Association.
The Coronavirus, Aid, Relief and Economic...
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After five days of intense negotiations, the Senate was set to vote on March 25 on an unprecedented $2 trillion stimulus bill covering every aspect of the U.S. economy, including retirement relief provisions supported by the American Retirement Association.
Earlier on March 25, the Senate...
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The IRS on March 24 updated its website to indicate that it has extended until July 15, 2020 the deadlines for making contributions to workplace-based retirement plans, IRAs and health savings accounts for 2019.
These extensions are in accordance with IRS Notice 2020-18, which extended the...
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Senate leaders and the Trump Administration finally came to terms on a nearly $2 trillion coronavirus emergency relief package—but it’s not done yet.
The announcement, which came around 1:00 a.m. Wednesday, followed five days of tense, and sometimes heated, marathon talks between senators and the...
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The American Retirement Association is calling on the Treasury Department to provide funding relief for DC plans to help employers facing significant financial burdens relating to the Coronavirus.
In a March 24 follow-up letter, the ARA notes that it is continuing to receive many questions about...
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In MarketBeat, John Iekel discusses a recent blog post that suggests that investment committees can be helpful in knowing, and fulfilling, fiduciary duties and offers tips on building or strengthening one.
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Tech Talk addresses staying in compliance with nondiscrimination rules when setting up a 403(b) plan for a small 501(c)3 organization.
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...