PLANADVISER publishes the bulk of our news content online, but we are also proud to continue presenting our bimonthly print edition. Complementing our online news, the print edition contains extensive analysis of the most important industry events and market trends. We also present our own proprietary research and columns from leading ERISA attorneys. Find some of our latest “print coverage” linked below.
For so many adviser firms across the retirement space, the way they conduct business has changed drastically since the start of the pandemic, which has forced employees and clients to observe social distancing rules.
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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.
The sense of déjà vu associated with the filing of a finalized fiduciary rule by the Department of Labor is palpable, but one ERISA expert says this version could actually stick—for good—despite the pending change in administration.