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Scott Rain

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Coronavirus Related Distributions – What Now?

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

Statement changes coming

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

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).

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
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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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