Retirement Plan Solutions - Fall 2020

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President’s Letter

Dear Colleague:

The economic impacts from the pandemic continue to be felt across the U.S., and employees and businesses are bearing the brunt of the challenges. ABG offices are proactively partnering with plan sponsors and financial advisors to provide a wide range of solutions.

In this Fall issue of the ABG Newsletter, we explore new options for plan sponsors as a result of the SECURE and CARES Acts, transitioning former participants from 401(k)s to rollover IRAs, and restarting plan participation for participants who may have been furloughed or financially impacted by the pandemic.

We also review important upcoming compliance deadlines, discuss the establishment of a lost and found for retirement accounts, provide an overview of the SECURE Act Start-Up Tax Credit, and update you on ABG News. We hope you find this Fall issue informative. As always, your ABG representative is available to answer any questions you may have.


Dennis Davis signature

Dennis Davis, SPHR, CEBS, CPC, AIF®
Principal, ABG Southwest

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