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exclusives
Warn Your Clients: Don’t Abuse Coronavirus Hardship Withdrawals
Though retirement plans can allow individuals to self-certify that they qualify for a penalty-free coronavirus-related distribution, should the IRS discover otherwise during a future audit, a participant can be subject to substantial penalties.
June 11, 2020
Compliance
Matrix Trust Co. Accused of Being Deceptive About Fees
The lawsuit says the defendants’ did not disclose that they were retaining non-float and float cash interest and 12(b)-1 fees retirement plan accounts were earning.
July 23, 2020
Compliance
SEC Charges VALIC Financial Advisors With Deceptive Sales Practics
The firm was also charged with mutual fund share class violations.
July 28, 2020
Compliance
John Hancock ERISA Challenge Moves Ahead Digitally
It now appears the self-dealing lawsuit will proceed to discovery, as a judge has digitally denied John Hancock’s motion to dismiss.
July 27, 2020
exclusives
A New World and New Opportunities for Alpha
Pandemic-driven volatility has once again highlighted the relative virtues of active and passive management.
June 9, 2020
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