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Scott Rain

Articles 1 - 3 of 3
Continuity, Coronavirus, Wealth Management
Scott Rain | 8.13.2020

IRS Notice 2020-52 Makes Midyear Change To Safe Harbor Plans

On June 29, the IRS issued Notice 2020-52, offering welcome relief for plan sponsors that find themselves in a difficult financial situation as a result
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401(k) Plans, SECURE Act, Wealth Management
Scott Rain | 1.28.2020

SECURE Act: Lifetime Income Options (Sections 109, 203 and 204)

Employer-based retirement systems have moved away from traditional pension plans that provide a lifetime stream of annual or monthly payments, which has
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401(k) Plans, SECURE Act
Scott Rain | 1.16.2020

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
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