S5E5: Optional Plan Document Provisions
Update: 2025-03-17
Description
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
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