Month: June 2020
How the CARES Act Impacts Retirement Plan Rollover Rules
June 25, 2020School of Financial Wellness
Borrowing from a retirement plan is generally viewed as a last resort. But the CARES Act gives some extra leeway for savers in these uncertain times.
New Rules on Electronic Disclosures for ERISA Plans
June 17, 2020School of Employer Plans
The DOL published final regulations that updated the electronic distribution of communications requirements for employee benefit plans covered by ERISA.