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Scott Rain

Articles 1 - 8 of 8

Benefits, ERISA, Government, Not-for-Profit
Scott Rain | 2.21.2022

457(b) Plans – What You Should Know

Learn about 457(b) retirement plans, including eligibility and participation requirements.

CARES Act, Coronavirus, Wealth Management
Scott Rain | 3.9.2021

Coronavirus Related Distributions – What Now?

Learn more about the COVID-19 related distributions implemented under the CARES Act. - Wealth Management Services.

401(k) Plans, SECURE Act, Wealth Management
Scott Rain | 12.9.2020

Statement changes coming

Learn how the U.S. Department of Labor (DOL) published interim final rule impacts lifetime income disclosures.

Benefits, Tax, Wealth Management
Scott Rain | 11.7.2019

2020 Retirement Plan Limitations

On November 6, 2019, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2020 (IRS Notice 2019-59).

ERISA, Higher Education, Internal Revenue Service
Scott Rain | 9.7.2018

Student Loan Repayment Program - A Retirement Plan Twist

A recent IRS decision allowing an employer to offer a student loan repayment (SLR) benefit as an element of its retirement plan could open the door to

Higher Education, Wealth Management
Scott Rain | 3.29.2018

How Do You Measure the Success of Your Retirement Plan?

This article was co-written by Miles Gibson. There can never be enough questions for your Investment Committee to ask as it reviews your organization’s

ERISA
Scott Rain | 10.20.2015

Recent Guidance for Retirement Plan Sponsors: Revenue Procedure 2015-28 and the EPCRS

The Employee Plans Compliance Resolution System (EPCRS) sets forth a complex and comprehensive set of guidelines for retirement plan sponsors to follow

ERISA
Scott Rain | 7.28.2015

What Can Fiduciaries Learn From Tibble v. Edison?

The Supreme Court recently issued a decision in Tibble v. Edison International, establishing that a fiduciary has an ongoing duty under the Employee Retirement

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