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Disaster Relief for Retirement Plans
Learn more about: Special withdrawal rules for hurricanes Harvey, Irma and Maria; 2017 California wildfires; Plan amendment deadlines; and Rules for all federal disaster areas. Reviewed 01/21/2021
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Retirement Plans for Small Employers and Self-Employed
Watch this webcast to learn: Why offer a retirement plan? Who can adopt a retirement plan? Key features of IRA-based plans and qualified plans. Pros & cons of each type of plan. How to choose the best plan for each type of employer and filing requirements for each type of plan. Reviewed 01/29/2021
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Third Party Loans from Retirement Plans
Learn more about: Potential IRC Section 401(a) failures and Prohibited Transactions arising from Third Party Loan transactions; Asset valuation and funding issues arising from Third Party Loan transactions; and Fiduciary responsibilities when a Third Party Loan is in default or determined to be uncollectible. Reviewed 01/21/2021
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