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Improper Handling of Hardship Distributions May Result in Significant Problems

These days, many plans are experiencing an uptick in the number of participant requests for hardship distributions. Much of this ...
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No Beneficiary Designation. Who Gets the Money?

According to a recent Wall Street Journal article, retirement plans and IRAs account for about 60 percent of the assets ...
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Are You Ready for an Audit?

Several events can trigger a DOL or IRS audit, such as employee complaints or self-reporting under the annual submission of ...
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