News & Events

UPDATE: President Trump Signs the Covid Relief Package

(December 28, 2020) On Sunday December 27, 2020, signed the Covid relief package into law…

Congress Approves Coronavirus Relief Package

(December 28, 2020) UPDATE: President Trump Signed the Covid Relief Package into Law (December 22, 2020) Stretching…

DOL Finalizes Fiduciary Investment Advice Rule

(December 17. 2020) The Department of Labor (DOL) announced on Tuesday, December 15, 2020, that…

IRS Finalizes Rollover Rules for Qualified Plan Loan Offsets

(December 8, 2020) On December 7, 2020, the IRS issued final regulations concerning the extended…

IRS Issues Guidance Concerning Termination of 403(b) Arrangements

(November 17, 2020) The IRS recently published guidance, in the form of Revenue Ruling 2020-23,…

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