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December 23, 2020 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans. Plan Document Updates: As required by the IRS, we will soon be restating all 401(k) plan documents, as required by the IRS. These plan […]
July 22, 2020 To our clients and friends: This is another in a series of newsletters designed to keep you informed of current events in the area of retirement plans. Wow! There have been a LOT of developments over the past few months. So this is actually “newsy”. We’ve issued Metro Bulletins on a couple […]
Metro Benefits is pleased to announce that our Ripley, West Virginia office continues to grow and as of Monday, May 18 we have moved to a new location. 422 Charleston Drive Suite A Ripley, WV 25271 Chris Lestitian, Chastity Crihfield, Ronelle Flint, Tiffany Cummings and Meri Diesenberg are available in our WV office to assist […]
April, 2020 Purpose: To provide you with an update on recent pension legislation, called “The CARES Act”. (This stands for “Coronavirus Aid, Relief, and Economic Security Act”). You have an Important Option! Some of the beneficial features of the CARES Act are optional. You need to make an election to use them. We will outline […]
January, 2020 Purpose: To provide you with an update on recent pension legislation, called “The SECURE Act”. (This stands for “Setting Every Community Up for Retirement Enhancement Act of 2019”). It makes some important changes, probably the most in a decade. This is not intended to be a comprehensive review, just a quick summary. Let […]
November 19, 2019 To our clients and friends: This is another in a series of newsletters designed to keep you informed of current events in the area of retirement plans. There are some new developments to report. Hardship rules simplified: We recently released a Bulletin on this topic. You can find it here: https://metrobenefits.com/new-irs-regulations-on-hardship-distributions/ The […]
Some, but not all 401(k) Plans allow for a Hardship Distribution. The IRS has recently released their final regulations on this topic. In general, these new rules will simplify the process. You can use the new rules now, although your plan document will need to be amended in the near future. The purpose of this […]
June 28, 2019 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans (plus other stuff I find interesting…). Proposed Legislation – The “SECURE” Act: Congress is now debating some big changes to the pension rules. While […]
March 7, 2019 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans (plus other stuff I find interesting…). This is the Quick, pre-Spring “Update” Issue of Metro News: Nothing too deep here. We’re busy at this […]
December 14, 2018 To our clients and friends: This is another in a series of newsletters designed to keep you clearly informed of current events in the area of retirement plans (plus other stuff I find interesting…). Wow this is issue #100! It only took 31 years. Happy Holidays: We hope that you and your […]