News & Events

IRS Issues SECURE ACT Q&As in Notice 2020-68

(Septmeber 2, 2020) On September 2, 2020, the IRS issued Notice 2020-68 providing guidance in…

New Safe Harbor 402(f) Language Issued

(August 6, 2020) Notice 2020-62 has been issued by the IRS modifying the safe harbor…

IRS Issues Reminder to Taxpayers of CARES Act Relief

(July 29,2020) On July 29, 2020, the IRS issued News Release IR-2020-172 as a reminder…

DOL Announced New Proposed Class Exemption for ERISA Fiduciaries

(June 30, 2020) The Department of Labor (DOL) has announced that a new proposed class…

IRS Publishes Relief Guidance for Safe Harbor 401(k) Plans

(June 29, 2020) In Notice 2020-52, issued on June 29, 2020, the IRS provides guidance…

Contact Information

19533 State Highway 371
Brainerd, MN 56401
Phone: 218-824-4900
Toll Free: 866-388-4900
Fax: 218-824-4948