Rimon

Entries tagged “retirement”

Access to Retirement Accounts Expanded

insights Access to Retirement Accounts Expanded Thomas M. White · March 26, 2020

On Friday, March 27, the president signed historic legislation that temporarily expands the ability of individuals to access their retirement accounts during the pandemic. The bill waives the 10% early withdrawal penalty for individuals who withdraw up to $100,000 from qualified retirement accounts, including retirement plans and IRAs as a consequence of the coronavirus. Those who may…

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Social Investing and ERISA Plans: The Context is Significant, Published in Plansponsor by Rimon’s Thomas White

insights Social Investing and ERISA Plans: The Context is Significant, Published in Plansponsor by Rimon’s Thomas White Thomas M. White · June 25, 2018

In a June 22 article titled “Social Investing and ERISA Plans: The Context is Significant,” Rimon’s Thomas White analyzed a recent DOL Field Assistance Bulletin to guide fiduciaries of ERISA plans who are considering investment in environmental, social and governance (ESG) funds. Click here to view the article. PLANSPONSOR subscribers can read the article at  https://www.plansponsor.com/exclusives/social-investing-erisa-plans-context-significant/ Thomas…

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