With the uncertainty that overwhelmed all of us in 2020, let this year bring new beginnings and hope for all of us. In this edition, learn how to prevent making common fiduciary errors and what to do with those terminated employees who have left their account balances in your plan. Lastly, don’t miss the reminder on how participants qualify for a tax saver’s credit.
On March 27th, The CARES Act, a retirement relief and stimulus bill was signed into law. Please join Cable Hill Partners, JD Fulwiler & Co. and Pension Plan Specialists for a special legislative update and best practices overview in the wake of the COVID-19 pandemic.
See how 3 local companies are helping employers manage their employee benefits through times of crisis, wage reduction and temporary layoffs. Learn how recent legislation is allowing employers to help their employees manage finances through this difficult and unprecedented time.
Thank you for your patience and please stay safe.
Portland, Ore. (June 2019) — With sunny weather on the horizon, now is the time your plans for summer fun come to fruition! You may be noticing a surge in activities to add to your calendar and with that comes a surge in upcoming expenses. There are just a few short months of clear skies in the Northwest and no matter your interests, there will be plenty of opportunities to get out and go! Now is the time to prioritize and plan.
Portland, Ore. (Sept. 25, 2018) — This issue of “Advice at a Higher Level” is all about retirement plan health and addressing common issues that arise related to former employee accounts and distributions. We provide best practices for helping prevent uncashed retirement distribution checks and outline the potential “Pros” and “Cons” to forcing out former participants.