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The DOL discusses questions associated with the conflict of interest rule. Learn More >
Indirect fees calculated on plan assets and paid to service providers as revenue sharing must be monitored and understood by plan fiduciaries. Learn More >
Read the service provider 3(16) contract closely to see if you are really getting enhanced service and reduced liability for the expense. Learn More >
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Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses.
The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status.