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Summary of eDelivery Regulations : On May 21, 2020, the Department of Labor (DOL) issued a final regulation allowing employers to delivery certain ERISA required documents and disclosures electronically. The new rule provides the ability to defaul...
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SampleBoardResolution.pdf ...
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On Tuesday, May 12, 2020, the IRS issued Notice 2020-29 and Notice 2020-33 . These Notices included major changes to Section 125 and FSA benefits that may be financially beneficial to plan participants. Some provisions, however, require ado...
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On Tuesday, May 12, 2020, the IRS issued Notice 2020-29 and Notice 2020-33 . These Notices included major changes to Section 125 and FSA benefits that may be financially beneficial to plan participants. Some provisions, however, require ado...
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On Wednesday, April 29, the Employee Benefits Security Administration, Department of Labor, Internal Revenue Service, and Department of the Treasury (the “Agencies”) released a final rule (“final rule,” or “rule”)...
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Visit our COVID-19 Resources for Employers for up-to-date information, including: CARES Act Q&A Fiduciary Q&A CARES Act webinars ...
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The CARES Act allows for qualified individuals to defer repayment of their retirement plan loan(s) through the end of the year. To be considered a "qualified individual", the participant, their spouse or dependent must have either been dia...
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IN ACCORDANCE WITH THE CARES ACT, THE CORONAVIRUS-RELATED LOAN PROVISIONS DESCRIBED BELOW EXPIRED ON SEPTEMBER 22, 2020. Eligibility The CARES Act requires that the participant must be affected by the coronavirus pandemic to request a coronaviru...
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Eligibility The CARES Act requires that the participant must be affected by the coronavirus pandemic to request a coronavirus-related distribution (CRD). To be eligible for a CRD, the participant, their spouse or dependent must have either been dia...
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Participant guide for employees enrolled in Transit or Parking. Commuter Account User Guide.pdf ...