Compliance January 9th, 2023 IRS: Remote Notarization, a Pandemic Development, May Stay The rule would codify relief from ‘physical presence’ rules for retirement plan elections that was first granted during the height...
Products March 21st, 2022 Advisers Can Assist Participants With Spending Safely in Retirement With a new retirement withdrawal projection from J.P. Morgan, advisers have a tool to help participants gradually spend down accumulated...
Client Service March 18th, 2022 The Biggest Retirement Plan Leakage Triggers and Costs for Participants The paper finds that about 25% of contributions by pre-retirement-age individuals leaked between 2003 and 2005, and that this increased...
Client Service January 27th, 2022 Participants Reassess Their Retirement Savings and Readiness With the New Year Following the economic impact of the COVID-19 pandemic, participants are shifting back to retirement planning.
Compliance December 15th, 2021 New Bill Would Allow Faster Access to Retirement Accounts After Disasters The legislation would allow survivors to withdraw $100,000 without fees or penalties.