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CARES Act Changes for COVID-19 Relief

CARES Act Changes for COVID-19 Relief

Congress passed the Coronavirus, Aid, Relief, and Economic Security Act (CARES Act) Friday March 27, 2020. This 2 ...
SECURE ACT Safe Harbor Amendments and Retirement Plans

SECURE ACT Safe Harbor Amendments and Retirement Plans

How does the SECURE Act affect safe harbor retirement plans? Among the many recent changes to retirement plans, ...
IRS Finalizes New Hardship Distribution Rules

IRS Finalizes New Hardship Distribution Rules

In October 2019, the IRS responded to the Tax Cuts and Jobs Act of 2017 and the Bipartisan Budget Act of 2018 ...
SECURE Act Changes for Part Time Employees

SECURE Act Changes for Part Time Employees

Some Payroll Solutions Could Cost Employers Thousands Because of the SECURE Act  Beginning on January 1st, 2021, ...
Revenue Provisions of SECURE Act

Revenue Provisions of SECURE Act

Penalties for IRS Forms 5500 and 8955-SSA You may be familiar with the SECURE Act, but chances are you may not be ...
Why Employees Receive 401(k) Refunds Each Year – Corrective Distributions

Why Employees Receive 401(k) Refunds Each Year – Corrective Distributions

If some of your employees are receiving refunds from your company's 401(k) plan each year, it may be due to a ...
The Danger of One Size Fits All Investment Solutions

The Danger of One Size Fits All Investment Solutions

Choosing a Retirement Investor When picking an investment advisor, many plan administrators (e.g. employers) ask ...
5 Financial Goals to Reach Before Age 40

5 Financial Goals to Reach Before Age 40

Financial Goals for Your 20s and 30s 1. Create and stick to a budget. It's hard to save if you have no idea ...
2019 Q2 Release Notes

2019 Q2 Release Notes

We're excited to share some of new features we'll be rolling out on June 28, 2019 as part of our Q2 ...

Should you take a loan out of your 401k?

During times of high financial stress, the idea of taking a loan out of your retirement savings fund can sound ...
The Golden Question: How much should I be saving for retirement?

The Golden Question: How much should I be saving for retirement?

We’re all aware of how crucial saving for retirement is. Not only for your future, but for a better peace ...
401k Plan Eligibility Best Practices

401k Plan Eligibility Best Practices

On the surface, 401k plan eligibility seems simple enough.  However, there are several rules and factors that trip ...

Erisa Consultants Blog Disclaimer

Articles posted on the ERISA Consultants Blog are provided for general informational purposes only. The materials and content are not intended to provide tax, legal, accounting, financial, or other professional advice. Readers are advised to seek out qualified professionals that provide advice for specific client circumstances. ERISA Consultants makes no warranties about the accuracy or completeness of the information contained in the published articles. While articles are generally published with the most up to date information, ERISA Consultants does not guarantee that the articles will be updated with the most recent information or reflect the most current laws and regulations. 

Third-party links included in any articles are not intended as, and should not be interpreted as, constituting or implying ERISA Consultants’ endorsement, sponsorship, or recommendation of third-party information, products, or services, unless expressly stated otherwise. ERISA Consultants is not affiliated with the owners or participants of any linked websites. The opinions expressed by any guest writers and/or article sources are strictly their own and do not necessarily represent those of ERISA Consultants. Please use caution when linking to other websites.

Information from the ERISA Consultants blog should be used at your own risk. Investing in securities involves risk, and there is always the potential of losing money. Past performance is not a guarantee of future results. Investment returns vary and may involve gains or losses.

Any articles or commentary included on the ERISA Consultants blog do not constitute a tax advice and cannot be used by any taxpayer to avoid penalties that may be imposed under the Internal Revenue Code on the taxpayer.