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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
A Strong Appetite for ‘SECURE Act 2.0’ in Congress
One retirement plan industry executive says his conversations with members of the U.S. House and Senate make him optimistic that Congress could act sooner rather than later on the new legislation.
November 20, 2020
Compliance
What Biden’s Win Means for Retirement Plans
Experts say the president-elect could start the process of shoring up Social Security and embrace ESG investing.
November 19, 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
Deals & People
Retirement Industry People Moves
Strategic Development VP joins Pentegra; PCS Retirement adds new hires to marketing department; TIAA president and CEO announces retirement; and more.
November 20, 2020
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