Entries by metrobenefits-admin

Metro Newsletter #105

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 […]

Metro Newsletter #104

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 […]

Our West Virginia office has moved!

Metro Benefits is pleased to announce that our Ripley, West Virginia office continues to grow and as of Monday, May 18, 2020 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 […]

Metro Newsletter #103

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 […]

New IRS Regulations on Hardship Distributions

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 […]

Metro Newsletter #102

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 […]

Metro Newsletter #101

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 […]

Metro Newsletter #100

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 […]