james_grofire

About tr0cko2

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So far tr0cko2 has created 19 blog entries.
12 08, 2020

Top 3 qualities to look for in a TPA

By |August 12th, 2020|Blog|0 Comments

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 [...]

12 08, 2020

PROFESSIONAL 401k PLANS

By |August 12th, 2020|In The News|Comments Off on PROFESSIONAL 401k PLANS

3 07, 2020

Greater Flexibility Added to CARES Act Distribution and Loan Availability

By |July 3rd, 2020|In The News|Comments Off on Greater Flexibility Added to CARES Act Distribution and Loan Availability

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.

10 06, 2020

Temporary, Alternative Procedures for Spousal Consent Approved By IRS

By |June 10th, 2020|In The News|Comments Off on Temporary, Alternative Procedures for Spousal Consent Approved By IRS

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.

29 04, 2020

The Cares Act & Qualified Plans

By |April 29th, 2020|In The News|Comments Off on The Cares Act & Qualified Plans

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.