The SECURE Act is now law…to read about it, and also to see our annual year-end newsletter, please visit the Newsletter Archives page and download a pdf.
New Hardship Rules
The Bipartisan Budget Act of 2018 (“the Act”) changed some hardship distribution rules – generally simplifying things, but we know that any change brings at least temporary complications. The IRS has issued final regulations, so we are ready to start taking action to implement the new rules (or not, as the case may be). Plan […]
May 2019 update
Some information and thoughts after attending a pension conference (accountants please be sure to see item #2): Fixing plan defects is somewhat easier. We’d like to think our plans are perfectly run, and in fact we think they are certainly run better than most, but to be honest, I could probably find something wrong with […]
End of year update for 2018…
…available here on our Newsletters archive page.