Insights — Cohen & Buckmann, P.C.

Cohen & Buckmann, P.C.

INSIGHTS

Posts in SECURE Act

Carol Buckmann to Present at PLANSPONSOR National Annual Conference

Carol Buckmann to Present at PLANSPONSOR National Annual Conference

Carol Buckmann will present at the PLANSPONSOR annual conference on September 21, 2020.

COVID-19, CARES Act, Firm News, Qualified Retirement Plan, SECURE Act Carol BuckmannAugust 16, 2020CARES Act, SECURE Act, caresact, qualified plans

Carol Buckmann to Participate on PLANSPONSOR Webinar, “Distribution Options for Employees”

Carol Buckmann to Participate on PLANSPONSOR Webinar, “Distribution Options for Employees”

Carl Buckmann will be speaking at a PLANSPONSOR webinar on distribution options for employees on August 20, 2020.

CARES Act, SECURE Act, Qualified Retirement Plan, Individual Retirement Account, Firm News Carol BuckmannAugust 12, 2020SECURE Act, CARES Act, retirement, Required Minimum Distributions, distributions

IRS Guidance on Waived RMDs and a New Rollover Deadline

IRS Guidance on Waived RMDs and a New Rollover Deadline

The IRS has explained how plan sponsors and participants can handle the waiver of 2020 required minimum distributions.

CARES Act, COVID-19, Individual Retirement Account, Qualified Retirement Plan, SECURE ActCarol BuckmannJuly 6, 2020COVID-19, required minimum distributions, CARES Act, rollovers

How Does The SECURE Act Affect IRAs? The Good News and Bad News for IRA Owners

How Does The SECURE Act Affect IRAs? The Good News and Bad News for IRA Owners

New IRA Rules May Change Your Estate Plan.

Compensation/Employment, Investment Adviser Law, Fiduciary Advice, Individual Retirement Account, Qualified Retirement Plan, SECURE Act Carol BuckmannMarch 13, 2020IRA, SECURE Act, Required Minimum Distributions

Employers and Service Providers: Consider the PEP, a New SECURE Act 401(k) Option

Employers and Service Providers: Consider the PEP, a New SECURE Act 401(k) Option

Pooled Employer Plans, or PEPs. are poised to become an attractive way for small employers to maintain 401(k) plans.

Qualified Retirement Plan, Fiduciary Advice, SECURE ActCarol BuckmannFebruary 17, 2020PEPs, pooled employer plans, SECURE Act, multiple employer plan, PEP-MEP

How Will the SECURE Act Affect Plan Distributions? New Rules Challenge Sponsors and Recordkeepers in 2020

How Will the SECURE Act Affect Plan Distributions? New Rules Challenge Sponsors and Recordkeepers in 2020

New SECURE Act distribution rules require changes in plan administration. Sponsors and service providers need to be ready to implement them.

Qualified Retirement Plan, Fiduciary Advice, SECURE Act Carol BuckmannJanuary 21, 2020SECURE Act, 401(k) plans, compliance, defined benefit plans

I Sponsor – or Want to Sponsor – a 401(k) Plan – How Will the SECURE Act Affect Me?

I Sponsor – or Want to Sponsor – a 401(k) Plan – How Will the SECURE Act Affect Me?

You can take advantage of many SECURE Act benefits in 2020. This post highlights some new rules for 401(k) plans.

Qualified Retirement Plan, SECURE ActCarol BuckmannDecember 26, 2019SECURE Act

Enhanced Retirement Provisions: The SECURE Act Signed into Law

Enhanced Retirement Provisions: The SECURE Act Signed into Law

The SECURE Act is the most comprehensive U.S. retirement plan legislation since 2006.

Qualified Retirement Plan, SECURE ActSandra CohenDecember 23, 2019SECURE Act, IRA, 401(k) plans, MEPs, PEPs