ARTICLES

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Articles

Welcome to the Jordan & Associates newsletter library. Get latest industry information and insight here.

Under the New Tax Law

Under the New Tax Law

Navigating Distributions

Navigating Distributions

iWork: The Next-Gen Workforce

iWork: The Next-Gen Workforce

End of the Year Checklist

End of the Year Checklist

Houston, We Have a Problem…

Times can get tough for people. With the onset of Hurricane Harvey having decimated parts of the Gulf Coast and Hurricane Irma following its destructive lead, we are reminded that at any point we may find ourselves in hardship. Companies make layoffs, natural disasters occur, emergencies… well, emerge. With nowhere else to turn, some will look to their 401k for their own disaster relief. A withdrawal in the form of a "hardship distribution" is one of the tools that participants may use in this situation. This year the IRS released new examination guidelines for documenting hardships. Their intent is to clarify the documentation process of proving the existence of a hardship and verifying that the amount withdrawn did not exceed the actual financial need.

Fiduciary Rule Round Up

There has been much upheaval in the retirement world as of late and it centers around the new fiduciary rule. The New Fiduciary Rule means that many investment professionals that weren't previously considered fiduciaries will now have to take on that role. So, why is that such a bad thing? Well, it's not per se, but the implications of how this may change the way the investors and their companies function may leave them frustrated and tentative towards some future business. But before we get too bent out of shape, let's break it down and see what we're truly looking at.

Rise of the Machines

rise of the machines

Participant Loans: Benefit or Detriment?

Participant Loans: Benefit or Detriment?

Retirement Plan Maintenance

Retirement Plan Maintenance

Going Digital

Going Digital