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20/20 Insights
IRA Required Minimum Distributions – Strategies to Optimize Savings and Minimize Taxation
Published 12/06/2019
At age 70 ½, an IRA owner is required to begin taking minimum distributions from their IRA(s) each calendar year. …
ERISA Record Retention Requirements
Published 12/06/2019
The Employee Retirement Security Act of 1974 (“ERISA”) requires that plan sponsors retain important plan documentation. ERISA requires maintaining retirement…
U.S. Department of Labor Proposes New Electronic Disclosure Rules
Published 12/06/2019
Retirement plan sponsors have a fiduciary responsibility to distribute certain information to plan participants from time to time such as…
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