United States

Retirement Report: Third Quarter 2020


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In this issue of the Retirement Report, we discuss the following areas that influence plan sponsors and fiduciaries of defined contribution plans:

  • IRS has granted COVID-19 relief regarding safe harbor 401(k) plans
  • Coronavirus-related distributions and loans from retirement plans
  • Beware of the IRS and DOL: 4 red flags they seek on Form 5500
  • Addressing employee education strategically

How does your retirement plan measure up?

To schedule a no-obligation call to discuss your current needs, contact us by phone at 800.274.3978 or