TrueNorth Retire Subscribe to 401Ja(k)e at: https://www.youtube.com/channel/UCypNbUjn8w7GSih6wWvBt9w Earlier this week, Jake Rushton, from TrueNorth Retire and 401Ja(k)e, invited our own Coleton Hutchins, QKA to discuss the top three qualities to look for in a TPA. Watch, listen, or read the conversation right here. JAKE: Welcome to the 401 Ja(k)e show! I’m [...]
Just under three months after the CARES Act was implemented, the IRS has extended the Act’s distribution and loan availability and treatment. We have summarized a few key highlights from each notice that you, as a plan sponsor, should be aware of.
While the CARES Act allows plan participants the opportunity to take greater distribution and loan amounts, it did not consider the challenges social distancing would have on plans with a qualified joint survivor annuity (QJSA) provision.
We seek to keep our partners apprised of recent changes and potential legislative actions that may have an impact on the plans and plan participants we serve.
