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The CARES Act includes provisions advocated by the American Retirement Association that loosen retirement plan hardship and loan rules to free up funds for individuals impacted by the Coronavirus pandemic.
Life (and legislation) has been coming at us fast in March, as the country and Congress...
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The American Retirement Association has reached out to members of Congress with proposals to help alleviate cash flow issues for small businesses with retirement plans.
The ARA, whose broad membership consists of service providers and plan sponsors, strongly supports immediate defined contribution...
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In Part II 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 Williams’ business model, adviser...
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The Advisory Council on Employee Welfare and Pension Benefit Plans has released a report that addresses improving the financial statement audit process.
The report comes after review by the Council of many aspects of the audit process; that included hearing testimony by American Retirement...
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The recently enacted SECURE (Setting Every Community Up for Retirement) Act of 2019 allows an increase to the maximum age for traditional IRA contributions. Section 107(a) of SECURE repealed the age cap of 70½ years and allows individuals to make deductible contributions to a traditional IRA past...
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The Department of Labor in 2012 issued a final rule to Improve transparency of fees and expenses to workers in 401(k)-type retirement plans.
The rule says that the investment of plan assets is a fiduciary act governed by the fiduciary standards in ERISA Section 404(a)(1)(A) and (B), which require...
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The following is a list of persons eligible for rollover distributions:
Participants in retirement plans and owners of IRAs are eligible to rollover most distributions from one plan type or account to another plan type or account.
A spousal beneficiary of the deceased’s retirement plan or...
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The American Retirement Association has been working with key lawmakers to include legislation that would provide tax relief to individuals and employers that suffer a sustained economic loss from the COVID-19 outbreak.
The relief would be patterned after the disaster relief that was provided in...
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At the American Retirement Association, the health and safety of our staff is paramount, and we remain committed to the support of the critical work of our members. Consequently, amidst growing concerns about the Coronavirus, the increasing number of schools and businesses that are closing, among...
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Considering the ongoing and future business impacts of the coronavirus, the American Retirement Association asked the Treasury and DOL for relief from certain retirement plan filing deadlines.
“The American Retirement Association is writing to request relief from certain provisions under the...
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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...