Financial Services & Wealth Management News
March 10, 2022

Survey Says… What’s Your Take on Financial Wellness Programs?

Survey Says… What’s Your Take on Financial Wellness Programs? A recent comprehensive TIAA survey of financial wellness plan participant perceptions may be helpful to plan sponsors […]
February 9, 2022

Key Dates as You Approach Retirement

At what age can retirement plan distributions begin? When can a person begin to receive Social Security? As you get closer to your retirement date you […]
February 9, 2022

What is an appropriate interest rate for plan loans?

Both, ERISA and the IRS requires that DC plan loans reflect a “reasonable rate of interest”. DOL Reg Section 2550.408b-1 states that “a loan will be […]
January 13, 2022

When Does a Participant Loan Become a Deemed Distribution?

A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with […]
December 29, 2021

Hoping that Next Year is When You Retire Early?

A pre-retirement checklist to make early (or earlier) retirement a reality As we approach the New Year, maybe the dream of an early retirement starts to […]