hardship

Q4 2018: Fiduciary Hot Topics: How You Doin’?
Grab your coffee and read on for the latest fiduciary fodder! DOL’s New Fiduciary Rule & the SEC’s Best Interests Rule – Hopefully they will Intersect This past March, almost 10 years after the “new” Fiduciary and Best Interest Contract (BIC) rules were first proposed, the Fifth Circuit of the U.S. Court of Appeals vacated  Read More →
Spring 2018: Fiduciary Hot Topics
Spring brings new growth, longer daylight hours, and warmer days. But, the sunshine isn’t the only thing heating up! Check out our Fiduciary Hot Topics below for the latest regulatory updates which may impact your plan. The Future is Looking Cloudy for the DOL’s Fiduciary Rule In March, the Fifth Circuit of the U.S. Court  Read More →
Improper Handling of Hardship Distributions May Result in Significant Problems
storm clouds
These days, many plans are experiencing an uptick in the number of participant requests for hardship distributions. Much of this increased activity may be attributed to our prolonged and tepid economic recovery. As these requests are considered, you want to be sure not to act to the detriment of your plan. Improper handling of hardship  Read More →

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