Browsing Tag
CARES Act
63 posts
‘CARES 2’ Could Include More RMD Relief
Could further relief from retirement account required minimum distributions (RMDs) be a part of the next coronavirus economic…
New CARES Act RMD and Rollover Rules: Chart
For defined contribution plans (e.g., 401(k) plans, 403(b) plans, and 457(b) governmental plans) and IRAs, the CARES Act…
Helping 401k Participants Navigate the COVID-19 Financial Journey
Being confident about the journey to long-term financial security just got a little tougher for many 401k plan…
How 401k Plan Sponsors Are Responding to Coronavirus and CARES
Employers are still evaluating the retirement-related optional provisions in the Coronavirus Aid, Relief, and Economic Security Act (CARES),…
2 Ways Furloughs and Layoffs Could Impact 401(k) Plans
In the wake of the COVID-19 pandemic and the resulting economic uncertainty, many small employers are faced with…
Good Reasons Not to Raid that 401k
O.K., we get it. A lot of people are strapped for cash right now and really need relief.…
Retirement Planning Anxiety Spikes One Month into Crisis
Over 59% of retirement advisors report that clients are more concerned about their retirement prospects than they were…
Industry to Congress: Restore, Expand Financial Advice Deduction
A group of prominent financial services associations is urging Congress to restore—and expand—the deductibility of professional investment and…
Recordkeepers Waive 401k Fees, Donate in COVID Crisis
[Further Update: Securian Financial is waiving all COVID-19 related 401(k) distribution fees for the retirement plans it serves…
5 Action Items for Successful Retirement Outcomes
Help is here for 401k plan advisors and plan sponsors to identify and address the five biggest potential…