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A Checklist for Plan Sponsors

…rollover of any eligible distribution to an IRA or another employer-sponsored retirement plan. Your plan should have procedures in place to handle direct rollovers. Bonding. Generally, plan fiduciaries and others who handle the assets of a plan must be bonded. The bond must be equal…

Is there a Baby Boomer Retirement Effect on the Stock Market?

…that the top 20% of boomers in net worth own 96% of the equities owned by the entire baby boomer population. This high net worth group generally does not need to sell stock to meet their short-term spending needs. Also, they tend to accumulate assets…

2020: The Year That Was

…the lesser of $50,000 or 50% of the plan participant’s vested assets to the lesser of $100,000 or 100%. A full menu of CARES Act-related information can be found here. There have been numerous changes and clarifications to the above by the Internal Revenue Service…