Retirement Report: Third Quarter 2020


Authored by RSM US LLP

Download Newsletter

In this issue of the Retirement Report, we discuss the following areas that influence plan sponsors and fiduciaries of defined contribution plans:

  • IRS has granted COVID-19 relief regarding safe harbor 401(k) plans
  • Coronavirus-related distributions and loans from retirement plans
  • Beware of the IRS and DOL: 4 red flags they seek on Form 5500
  • Addressing employee education strategically