Skip to main content

  •  Tel: 412.261.3333
  •  Fax: 412.535.5569
  • Hours: 8:30 a.m. - 4:30 p.m.
  •  
  •  

  • Home
  • About Us
    • Who We Are
    • Why HB Retirement?
    • Our Team of Experts
    • Benefits of Independence
  • Our Services
    • Retirement Plan Consulting
    • Wealth Management for Individuals and Families
  • Investment Approach
    • Our Philosophy
    • Investment & Market Research
  • In The News
    • Awards & Accomplishments
    • Video Library
  • Financial Wellness
    • Webinars
    • Life Events
    • "Did You Know" Videos
    • HB Retirement Newsletters
    • Financial Wellness Calculators
  • Our Blog
  • Contact

    You are here

  1. Home
  2. Blog

Blog

IRS Issues New Guidance on Hardship Distributions

Submitted by HB Retirement on November 12th, 2018

In a recent article published by the National Association of Plan Advisors, the IRS has provided for comment some much-anticipated new proposed regulations on hardship distributions.

  • Read more

IRS Announces Contribution, Benefit Limits for 2019

Submitted by HB Retirement on November 2nd, 2018

In a recent article released by the National Association of Plan Advisors, the IRS has announced cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related items for tax year 2019. The 2019 limits are contained in Notice 2018-83, released Nov. 1.

As reported by NAPA, the limits for 2019 are as follows:

  • Read more

The Perils of Ignoring Participant Complaints

Submitted by HB Retirement on October 29th, 2018

Participants do lodge complaints against their retirement plans from time to time, and all these complaints should be addressed, experts say.

  • Read more

403(b)s Show Improvement in Use of Considered Best Practices

Submitted by HB Retirement on October 29th, 2018

Organizations that sponsor 403(b) plans are adopting automatic features to improve plan design and participant outcomes, according to the 2018 403(b) Survey from the Plan Sponsor Council of America (PSCA), sponsored by Principal Financial Group.

  • Read more

IRS Addresses 401(k) Student Loan Benefit Programs

Submitted by HB Retirement on October 17th, 2018

In a recently released private letter ruling, the IRS addressed an employer seeking to offer a “student loan benefit program” as part of its 401(k) plan. In short, under this option, the employer would make non-elective contributions if the employee made student loan repayments.

 

  • Read more

Legal & Regulatory Update

Submitted by HB Retirement on October 17th, 2018

On Friday, August 31, President Trump signed an Executive Order directing the Department of Labor (DOL) and the Treasury to review and consider issuing regulations regarding increasing access to workplace retirement savings arrangements.

  • Read more

Changes in Hardship Rules Coming in 2019

Submitted by HB Retirement on October 17th, 2018

Changes in Hardship Rules Coming in 2019

Congress passed the Bipartisan Budget Act of 2018 (the "Act") earlier this year. Included in the Act are three provisions which will give retirement plans greater flexibility in handling hardship distributions. The following is an overview of the upcoming opportunities

 

  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4

Book a Complimentary Consultation

Tell a Friend

920 Fort Duquesne Boulevard
Pittsburgh, PA
15222

  •  Tel: 412.261.3333
  •  Toll Free:
  •  Fax: 412.535.5569
  •  [email protected]
  •  
  •  

Securities offered through LPL Financial, member FINRA/SIPC. Investment advisory services offered through HB Retirement, a registered investment advisor and separate entity from LPL Financial.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, CA, DC, FL, GA, IL, LA, MD, MI, NC, NY, OH, PA, SC, TX, VA, WV

© 2022 HB Retirement. All rights reserved.

Website Design For Financial Services Professionals