Holiday Schedule Friday, September 2nd our office will be close at 2pm -- trades will be processed as normal. Monday, September 5th -- Markets will be closed and no trades will be processed in observance of Labor Day. Wishing you a wonderful long weekend!
Randall + Hurley July Newsletter [iframe src="https://eepurl.com/b-QuTT" width="100%" height="800"]
Plan documents and participant forms Downloading important plan documents and participant forms has never been easier. In most cases, you can access these documents from our website using the attached instructions. You may want to keep a copy of these instructions with your HR Policies and Procedures manual.
Approving Hardship Distributions If your plan allows participants to receive hardship distributions or loans for hardship purposes, the plan sponsor must (1) ensure the participant satisfies the requirements of a hardship distribution and (2) obtain documentation to support that claim. The plan document sets forth specific criteria used to determine a hardship, such as medical [...]
