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401(k) Plans

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Statement changes coming

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

2021 Retirement Plan Limitations

Review the recently released cost-of-living adjustments (COLA) as released by the Internal Revenue Service, taking effect January 1, 2021.

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

Learn more about the Disaster Relief Notice 2020-01 released by the U.S. Department of Labor in response to to the COVID-19 pandemic.
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ESOPs as a Business Succession Planning Solution

Learn how ESPOs presents certain tax advantages and opportunities for tax and estate planning during business succession planning.

Employee Benefit Deadlines Postponed Through July 15, 2020

Review our blog and understand IRS Notice 2020-23 that extends certain benefit plan tax-related deadlines until July 15, 2020.

The Cares Act and Its Effect on Retirement Plans

Learn what provisions of the Coronavirus, Aid, Relief, and Economic Security (CARES) Act will have an effect on retirement plans.

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

Learn more about the impact coronavirus, COVID-19, could have on your 401(k) plan.
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SECURE Act: Increase in Penalty for Failure to File (Section 402)

Learn about the changes to the failure to file penalties for IRS Form 5500 and related notifications.

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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