Recent IRS guidance provides details on amendment requirements and the effect of the Windsor decision on retirement plans. Learn More >
The U.S. Supreme Court recently declared that Section 3 of the Defense of Marriage Act, which was signed into law by President Clinton in 1996, is unconstitutional because it denies equal... Learn More >
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A checklist of tasks to review and approve hardship withdrawals.
View the employee benefit indexed limitations for the 2018 plan year, released by the IRS.
Today we hosted our second Client Appreciation Breakfast Workshop!