CARES Act Retirement Plan Provisions – Part 2

CARES Act Retirement Plan Provisions – Part 2 In our last post, we discussed some CARES Act relief provisions related to retirement plan participants and access to funds.  In this second post, we’ll discuss a few more items that pertain to distribution relief. For...

CARES Act Retirement Plan Provisions – Part 1

CARES Act Retirement Plan Provisions – Part 1 On March 27th Congress passed, and President Trump signed the rescue bill related to Coronavirus.  The CARES Act has a massive amount of economic stimulus for our country to help workers and small businesses find fast...

Weathering the COVID-19 storm together

Weathering the COVID-19 storm together I am very proud of our clients right now.  Even though the COVID-19 pandemic is still evolving and having violent short-term effects on the financial markets and on our daily lives, many of you are hanging right in there with the...

SECURE Act

New Retirement Plan Rules – SECURE Act The so-called SECURE Act was added into a year-end spending bill that was passed by Congress on December 19th.  In the coming months you’ll be seeing a lot in the financial news about this law and its implications.  Here are its...