Instructional Designer at the International Foundation Favorite Foundation Product: Employee Benefits Survey (conducted every two years; it is very comprehensive). Benefits-Related Topic Top Picks: The changing landscape of America’s costly health care system, ERISA compliance, retirement decumulation strategies. Favorite Things About Working at the Foundation: My co-workers and how much they care about the quality of their work product. I also love, love, love all the windows in our office with their beautiful views of trees and sky. Personal Insight: I am constantly reading. I can relate to the flaws, strengths, and silly inconsistencies found in the characters of classic novels like Middlemarch, North and South, and A Tale of Two Cities. I also read the daily newspapers every morning at breakfast–and yes, I still get the paper versions. Because it’s no big deal if a little coffee spills on them.
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In September 2019, the Internal Revenue Service (IRS) and Department of Treasury issued final regulations easing restrictions on hardship distributions from defined contribution retirement plans. While there were a number of important changes in the regulations, this blog focuses on changes regarding […]
