ERISA vista PLANADVISER November/December 2022

Retroactive Compliance Reviews

Meet these requirements when checking for PTE 2020-02 violations.

Reported by

Fred Reish and Joan Neri

To access this premium content, please sign up for a free account!

You Might Also Like:

Products

September 22nd, 2021

Vanguard Partners With Retirement Clearinghouse for Auto-Portability Solution

The service is expected to launch for Vanguard's 401(k) plan clients in mid-2022.

Products

October 2nd, 2020

Capitalize Launches 401(k) Account Search and Rollover Solution

The platform helps users locate former 401(k) accounts, matches them to IRAs at leading financial institutions and initiates rollovers on their behalf.

Compliance

August 19th, 2020

IRS Issues NPRM for Extended Rollover Deadline for Qualified Plan Loan Offsets

A participant has until the due date (with extensions) for filing his federal income tax return for plan loan offset amounts resulting solely from the participant’s termination of...