Maria Hurd
By Maria Hurd 4/25/2022
Why should the rules that determine how and how much a person can save for retirement be different depending on whether the person works for a government entity, a nonprofit or a for-profit employer? People are people, and their retirement needs are not different based on what type of entity...
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By Maria Hurd 4/20/2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act changed the age at which non-5% owners who have terminated employment with a retirement plan sponsor must take required minimum distributions (RMDs). Participants who reach age 70½ after 2019 must take their first RMD by the...
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By Maria Hurd 9/16/2019
Is your auditor a Jack of all trades, but a master of none? As the results of the Department of Labor (DOL) studies on audit quality shift the industry focus to the qualifications of employee benefit plan auditors, CPA firms with specialized retirement plan audit practices choose to demonstrate...
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By Maria Hurd 4/5/2019
David Levine of Groom Law Group will be covering this hot topic during his session at ASPPA Eastern Regional Conference to be held May 9-10 in Philadelphia PA.
The problem of plan participants who go missing after leaving their employers is a challenge for plan fiduciaries attempting to:
comply...
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By Maria Hurd 4/4/2017
Plan compensation continues to make the list of common mistakes the IRS finds in qualified retirement plans. How can service providers help their clients avoid these errors? This question and more will be covered in detail at the ASPPA Eastern Regional Conference to be held April 27-28 in...
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