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IRS & DOL CARES Act Guidance & Clarifications

On June 19, 2020, the IRS issued Notice 2020-50, which provides additional guidance on Coronavirus Related Distributions and Loans from R...

ProCourse

Overview of the Secure Act

After 3 years of work and development, congress passed the Secure (Setting Every Community Up for Retirement Enhancement) Act. This bill ...

ProCourse

Selecting a Retirement Plan Auditor

Is Selecting an Auditor a Fiduciary Decision? The Department of Labor has weighed in on this topic quite a bit as of late and is “encoura...

ProCourse

Gifts from Service Providers

It May be Easier to “Just Say No” Whether to accept certain gifts from service providers and what to track for reporting on the IRS Form ...

ProCourse

Lessons for Retirement Plans with Company Stock

Dudenhoeffer v. Fifth Third Bancorp If you have company stock as an investment option in your company sponsored retirement plan, you have...

ProCourse

DOL Audit Restores Millions

Millions Restored Towards Plan Participant Balances The Department of Labor released how much money they were able to restore for ERISA p...

ProCourse

The Advantages of Adopting a Fee Policy Statement

Like an investment policy statement (IPS), a fee policy statement is designed to lay out guidelines for the plan sponsor to manage and do...

ProCourse

What Employers Can Learn from the Anthem 401(k) Lawsuit

The 401(k) lawsuits against large companies comes to Indiana. According to Groom Law Group, since 2007, there have been nearly 40 lawsuit...

ProCourse

403(b) Plans and Universal Eligibility

A few changes have been made to the 2014 IRS Form 5500 that may require 403(b) retirement plan sponsors to take action early and complete...

ProCourse

Dantin & Harmon Named Top Woman Advisor Captains

ProCourse is pleased to announce that two of our lead advisors and principals Brea Dantin and Deana Harmon were named to the National Ass...

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