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Surplus Plan Assets Continue to Puzzle IRS and Frustrate Plan Sponsors

Over the years, many plan sponsors have accumulated surplus assets in their pension and welfare benefit programs for various reasons. Typically, surplus assets have been generated in these mature programs through some...more

7/1/2022  /  Excise Tax , IRS , Pensions , Retirement Plan

[Webinar] It’s Not Too Late! What Employers Need to Do With Their Retirement Plans Before Year End - November 23rd, 1:30 pm - 2:00...

You may have changed the way hardship withdrawals are made from your 401(k) plan a couple of years ago to comply with changes in the law, but did you amend your plan? And for amendments to required minimum distributions that...more

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