Browsing Tag
CARES Act
63 posts
3 Tips to Make the Most of an Atypical ‘529 Day’
It’s the 29th day of the fifth month of the year—which makes it “529 Day,” or more formally,…
Congress to Vote on Revamp for Poorly Performing PPP
PPP loan forgiveness changes may extend deadlines and flexibility, helping small businesses manage payroll and overhead challenges.
Pandemic Impact on Retirement Planning: Participants Stay the Course
Virtual panel hosted by J|Connelly reveals 401(k) participants remain steady with their plans, despite the pandemic's challenges.
Survey: Half of Americans Have or Will Tap into Retirement During Pandemic
A new survey found that three in 10 Americans have already dipped into their 401(k)s or other retirement…
Dem-Proposed ‘Heroes Act’ Includes Further RMD, Pension Relief
A number of retirement provisions are included in the sprawling 1,815-page HEROES Act, released by House Democrats on…
‘Retirement 2.0’ Legislation: What’s Next
It’s hard to predict whether any ‘Retirement 2.0’ legislation could end up making it to President Trump’s desk this year.
IRS Posts CARES Act FAQ for Retirement Plans
If you’ve got questions about the CARES Act, the IRS is here to help (wait, what?) Here are some of the answers to the more common inquiries:
Senators Introduce New Bill to Allow PPP Loan Tax Deductions
The IRS is stirring anger. The beloved revenue-gathering arm of the United States government issued guidance last week…
Few DC Plan Participants Withdrew Funds in 2019, ICI Finds
Only 3.9% of defined contribution plan participants withdrew money from their accounts in 2019, according to the Investment Company Institute.
EBSA Issues New CARES Act 401(k) Guidance
Further federal guidance regarding deadline relief for 401(k) plans impacted by CARES Act changes is here. The Employee…