UpFront
Reaching the Retired and Terminated
Some communications with terminated participants are required by law, but plan sponsors can take this farther—from offering the opportunity to repay loans to invitations to social events.
Reported by Judy Faust Hartnett
Art by Katherine Streeter
To access this premium content, please sign up for a free account!
You Might Also Like:
Inherited IRA RMD Final Rules Postponed to 2025
The IRS will not enforce RMDs for inherited IRAs under the 10-year rule until at least 2025.
Benefits |
Paychex Seeks to Move ERISA Case Over Intercepted 401(k) Assets to Federal Court
Paychex plans to fight a New York retirement lawsuit, alleging fiduciary breach in federal court rather than state court.
Final Fiduciary Rule Expected Soon
OIRA has canceled its final meetings on the proposal, and a final rule is considered likely for early next week.