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Statement changes coming

On September 18, 2020 the U.S. Department of Labor (DOL) published an interim final rule under the Setting Every Community Up for Retirement Enhancement

2021 Retirement Plan Limitations

On October 26, 2020, the Internal Revenue Service announced the cost-of-living adjustments (COLA) that will take effect January 1, 2021 (IRS Notice 2020-79).

IRS Provides Temporary Signature Relief For Retirement Plan Elections

By Donna Wolfson, Schneider Downs Retirement Solutions Recognizing the difficulty of meeting a “physical presence” requirement during the COVID-19

ADDITIONAL COVID-19 DISASTER RELIEF FOR RETIREMENT PLANS

In response to the COVID-19 pandemic, the U.S. Department of Labor (DOL) has announced emergency relief from certain deadlines and enforcement actions

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Employee Benefit Deadlines Postponed Through July 15, 2020

By Shad Fagerland Senior Manager of Retirement Solutions Schneider Downs Retirement Solutions IRS Notice 2020-23 extends certain tax-related deadlines

ESOPs as a Business Succession Planning Solution

Schneider Downs Retirement Solutions Business owners approaching retirement face a complex set of succession planning decisions, such as how to find a

The Cares Act and Its Effect on Retirement Plans

The Coronavirus, Aid, Relief, and Economic Security (CARES) Act includes several provisions pertaining to qualified retirement plans and individual retirement

The Impact of COVID-19 on Your 401(k)

For most people, the largest asset they own is their qualified retirement plan. For some, this account may be in the “accumulation” phase for

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SECURE Act: Increase in Penalty for Failure to File (Section 402)

The Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) contains a provision that increases penalties for failure to file federal

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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