2020 Summer Newsletter – Electronic Delivery could save Billions – Crown Benefits
Click to download our Summer 2020 Newsletter.
2020 Summer Newsletter – Could Save Billions CrownBenefits
Understanding the CARES Act – Crown Benefits April 2020 Newsletter
Download our Spring 2020 Newsletter – Understanding the CARES Act – Crown Benefits
Understanding the CARES Act – CrownBenefits April 2020
CARES Act—Optional or Required? Part 3—RMD Waivers
By Robert Richter
A common question regarding the CARES Act distribution, loan and required minimum distribution (RMD) waiver provisions is whether these provisions are optional or mandatory. In most cases, they are optional – but in the retirement world there are very few questions where a short answer will suffice… – READ MORE
CARES Act—Optional or Required? Part 2—Loans
By Robert Richter
A common question regarding the CARES Act distribution, loan and RMD waiver provisions is whether these provisions are optional or mandatory. In most cases, they are optional—but in the retirement world there are very few questions where a short answer will suffice… – READ MORE
CARES Act—Optional or Required?: Part 1—Distributions
By Robert Richter
Are the CARES Act’s distribution, loan and RMD waiver provisions optional or mandatory? In most cases, they are optional—but in the retirement world there are very few questions where a short answer will suffice… – READ MORE
IRS Announces 2018 Pension Plan Limitations; 401(k) Contribution Limit Increases to $18,500 for 2018
Click HERE to view IRS Announces 2018 Pension Plan Limitations; 401(k) Contribution Limit Increases to $18,500 for 2018.
Socially Responsible Investing Under ERISA: New DOL Guidance
(Excerpted from original article) Click Here to read the article in its entirety.
Fiduciary concerns may have prevented plan committees from considering “economically targeted investments” (ETI) – such as investments that observe environmental, social or governance responsibility (ESG) standards – as alternatives for their plans. Recent Department of Labor guidance, Interpretive Bulletin 2015-01 (the “Bulletin”), provides […]
IRS Announces 2016 Pension plan Limitations
Click HERE to view/download the PDF.
401k Document Retention Rules Made Simple
In general, 401k plan records must be kept for a period of not less than six years after the filing date of the IRS Form 5500 created from those records. However, records necessary to a participant’s claim for plan benefits must be kept … as long as a possibility exists that they might be relevant […]
Supreme Court Same-Sex Marriage Ruling and Employee Benefit Plans?
Here is a link to a great article about what the Supreme Court’s ruling means for same-sex-marriage and employee benefit plans. If you have any questions about how this ruling might effect you, please give us a call at 310-665-0578.
What Does the Supreme Court’s Same-Sex Marriage Ruling Mean for Employee Benefit Plans?