by Taylor Brown | Jun 1, 2020 | Employer Connect
Download the Action Document COVID-19 is obviously causing financial stress and, when it comes to your qualified retirement plan, you may be looking for ways to reduce expenses. You have the option to use plan assets to pay some plan expenses, as long as you follow...
by Taylor Brown | Apr 9, 2020 | Employer Connect
Download the Action Document The Coronavirus Aid, Relief and Economic Security (CARES) Act includes provisions that may apply to your retirement plan. Here are some important highlights to know first. The CARES ACT expands and relaxes rules on withdrawals,...
by Taylor Brown | Jan 30, 2020 | Employer Connect
Download the Action Document The goal of our nation’s retirement system is to create more opportunities for American workers to save and to make it easier for employers like you to start and maintain benefit plans. With this in mind, Congress just passed, and the...
by Taylor Brown | Nov 13, 2019 | Employer Connect
Download the Action Document The written version of your retirement plan, your plan document, defines how the plan operates. Naturally, when you started your plan, it reflected what we knew about you and your company at that moment in time. But as time passes, many...
by Taylor Brown | Nov 13, 2019 | Employer Connect
Download the Action Document The Employee Retirement Income Security Act known as “ERISA” regulates 401(k) and most other types of employee benefit plans. Under ERISA, anyone who handles retirement plan funds must be covered by a fidelity bond. The bond protects the...
