Required minimum distributions (RMDs) may not come up often in retirement plan operations. When they do, it can be a real pain in the administration.
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Top 5 Differences Between a 401(k) Plan and a Pension Plan – With a Fashion Twist
Required minimum distributions (RMDs) may not come up often in retirement plan operations. When they do, it can be a real pain in the administration.
Avoid RMD Complexity With Force-Out Distributions at Normal Retirement Age
Required minimum distributions (RMDs) may not come up often in retirement plan operations. When they do, it can be a real pain in the administration.
SECURE 2.0 in 2024: One Change Lowers Plan Costs, Offsetting Potential Costs of Other Changes
Do your New Year’s resolutions include understanding SECURE 2.0 provisions effective in 2024? You’re in luck! Below is a summary of certain provisions included in SECURE 2.0 that become effective this year.
SECURE 2.0 Force Out Limit and Plan Audits
The Economic Growth and Tax Relief Reconciliation Act of 2001, better known as EGTRRA, was signed by President Bush on June 7, 2001. EGTRRA made significant changes to income tax, capital gains tax, and estate and gift tax laws.
Avoiding Improper Retirement Plan Distributions: The DOL and the Good, the Bad and the Ugly
One of the challenges of administering a retirement plan is the timely and proper payment of distributions to plan participants. This responsibility occurs in more than one context, and can have a number of “facts and circumstances” variations.
SSRA and RSSA: The Next Step in GID (Getting It Done)?
I learned a long time ago that laws can be like sausage. They may look great but you don’t want to see them being made.1 That may also help explain how we get some of the unusual, sometimes pithy acronyms used for new legislation.
PenChecks, ASPPA Announce Expanded Scholarship Program and 2021 Recipients
The Board of Directors for PenChecks, Inc., a leading provider of retirement plan distribution services, announced today that company President Spiro G. Preovolos has been elected as the new CEO.
Using Your Brain To Win – Presented by Holly C. Green, CEO – The Human Factor
Presented as part of ASPPA’s webcast education program, nationally known leadership expert Holly Green combines her leadership experience with the latest in neuroscience to illustrate how using your brain more effectively can help you make better decisions that lead...
IRS Correction Series – Presented by Brian Furgala, ERISA Attorney (4 Part Series)
Learn how the IRS EPCRS program helps correct retirement plan mistakes, avoid IRS sanctions and keep plans compliant. Presented by: Brian Furgala, ERISA attorney for the law firm of Gray-Robinson.IRS Correction Programs: Part I – Overview of EPCRSEPCRS Self-Correction...
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