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Wende Wadsworth, Audit Shareholder

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Plan Sponsors: Answers to Your 5 Most Frequently Asked Questions About How COVID-19 is Affecting Retirement Plans

Posted by Wende Wadsworth, Audit Shareholder on May 5, 2020 5:08:06 PM
Many plan sponsors have questions about how the COVID-19 pandemic will affect their retirement plans, from changing or suspending employer contributions, to laying off or furloughing employees. Here are some common questions and answers to help employers navigate current challenges:
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Topics: Audit & Assurance

Final Hardship Distributions Issued

Posted by Wende Wadsworth, Audit Shareholder on Feb 4, 2020 7:33:57 PM

In September, the IRS and the Treasury Department issued final regulations that make a number of significant changes to the rules that apply to hardship distributions from 401(k) and 403(b) retirement plans. These regulations respond to public comments that were made regarding earlier proposed regulations.

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Topics: Audit & Assurance, Employee Benefit Plans

Employee Benefits Trends: Why Now is a Good Time to Re-evaluate Plan Design

Posted by Wende Wadsworth, Audit Shareholder on Sep 2, 2019 9:24:58 PM

When is the last time you and your governance group took a fresh look at your employee benefit plan? If it was more than a year ago—or worse, if you can’t really remember—then now is a good time to re-evaluate your plan design in light of changes in your employee base and broad shifts in workforce dynamics.

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