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SECURE Act: Modification of Required Minimum Distribution Rules for Designated Beneficiaries (Section 401)
Based on the new provisions of the SECURE Act, there are now much more restrictive rules surrounding a required minimum distribution (RMD) to designated
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