Month: June 2020

A pair of glasses lying on a page that reads “CARES Act” and “Coronavirus” signifying that retirement planners should consider new changes to the CARES Act
How the CARES Act Impacts Retirement Plan Rollover Rules

School 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.

Arched lines extending from a centralized spot to different areas of a city – indicating digital delivery
New Rules on Electronic Disclosures for ERISA Plans

School of Employer Plans

The DOL published final regulations that updated the electronic distribution of communications requirements for employee benefit plans covered by ERISA.