by Paul Fennell | Jan 15, 2023 | Newsletter
The Act was included in Congress’s year-end spending bill and contains more than 90 retirement-related provisions. The Act will have a number of wide-ranging impacts on the retirement industry, including those summarized below. Required Provisions Require auto...
by Paul Fennell | Apr 27, 2022 | Newsletter
Plan Investments and the Invasion of Ukraine On February 24, 2022, military forces of the Russian Federation launched an invasion of Ukraine. The United States, the European Union, and many other countries and organizations have responded with a rapidly evolving...
by Paul Fennell | Apr 3, 2020 | Newsletter
Employers across the country are facing closures of offices and businesses, resulting in everything from required work at home arrangements to employee lay-offs and furloughs. This has raised important questions around retirement plan administration, including the...
by Paul Fennell | Mar 17, 2020 | Newsletter
We recently enabled a remote workplace environment for the majority of our employees. For those employees that are still in office locations, we’ve instituted social distancing policies that are consistent with recommendations from federal, state, and local health...
by Paul Fennell | Feb 14, 2020 | Newsletter
Such plans are subject to six-year restatement cycles. The next restatement cycle, referred to as the Cycle 3 Restatement period, will open later this year. A restatement is a complete re-writing of your plan document to incorporate changes in laws and regulations...
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