Tag: retirement plan distributions

The legislation also includes rules for qualified disaster relief payments and extends some provisions of the CARES Act.

The firm says its new platform is meant to make it easier to handle retirement plan distributions.

When the pandemic is financially and emotionally affecting employees, they need access to sound reasoning.

For 2021, the default rate of withholding for certain periodic retirement and annuity payments will remain the same as it...

Qualified birth or adoption distributions have been permissible since January under the SECURE Act, but more specific guidance on how...

The notice also clarifies that plan administrators are not required to provide a Section 402(f) notice to a recipient of...

The report highlights how a loan or distribution option under the CARES Act can affect employees.

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...

A study finds there was $48 billion in penalized retirement plan distributions in 2010, and it raises the question of...

Observing drawdown patterns can inform plan sponsors about how to design their plans to facilitate withdrawals and about what guidance...

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...

DB plan sponsors may want to offer coronavirus-related distributions under the CARES Act, but should understand certain rules before doing...

State and local tax treatment of coronavirus-related distributions from retirement plans may be different from federal tax treatment.

Important differences suggest that a look at DC plan participant actions during the Great Recession may not offer insight into...

Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.

Each week, Carol Buckmann, with Cohen & Buckmann P.C., will explain legislative provisions or official guidance related to the COVID-19...

Plan sponsors are urged to consider factors other than the short-term financial needs of their employees before adopting new loan...