IRS Finalizes New Hardship Distribution Rules

IRS Finalizes New Hardship Distribution Rules

Denver companies that offer 401(k), 403(b) and other retirement plans will soon be required to comply with new hardship distribution rules. In September, the IRS issued final regulations which make it easier for plan participants to receive such distributions when the...
IRS Expands Self Correction Program

IRS Expands Self Correction Program

Denver area companies that offer 401(k), 403(b) and other retirement plans are required to maintain compliance with the rules and regulations imposed by the Department of Labor (DOL) and the IRS. The rules which are designed to protect participants, their investments...

What You Should Know About Student Loans

Recently, concerns about student loans have been in the headlines. In 2015, the Federal Reserve Bank of New York put total student loan debt at $1.16 trillion, greater than outstanding auto loans or credit card balances. Publications such as the New York Times have...