S5E5: Optional Plan Document Provisions

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The Sentinel Show

Sentinel Pension

76 episodes

2 weeks ago

Sentinel Pension presents The Sentinel Show! Join Sentinel Pension Partner, Melissa Terito, and Director, Kasey Melancon, as they explore hot topics in the retirement plan industry.

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Sentinel Pension presents The Sentinel Show! Join Sentinel Pension Partner, Melissa Terito, and Director, Kasey Melancon, as they explore hot topics in the retirement plan industry.

Business

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S5E5: Optional Plan Document Provisions

The Sentinel Show

10 minutes 37 seconds

8 months ago

S5E5: Optional Plan Document Provisions

Welcome back to the Sentinel Pension Show! On today’s episode, we are wrapping up our series on plan documents. We’re talking about the SECURE, CARES, and CAA amendments as well as optional provisions that plan documents may have, including qualified birth and adoption distributions, RMD provisions, the hardship amendment, and more.

Have any questions about this episode’s topic? Let us know!
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Music by Adam Vitovsky