Happy Friday, readers! At the beginning of July we introduced a new format for our weekly news roundup. We will continue to bring you the most popular articles of the week, but now our curated content will be themed. The fourth Friday of every month will focus on Health Care and Other Benefits. We hope you enjoy this new format and know you will find it helpful and informative.
As one would expect, advisers have a greater impact on plan performance when they play a more active role in the retirement plan committee’s ongoing discussions and decisions about setting goals.
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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.