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Important Reminders for Plan Sponsors & Plan Participants, Oct. 2025

by David Gensler | Nov 10, 2025 | Uncategorized

TO: All Clients and Professional Friends FROM: CRS Retirement Plan Consultant Team DATE: October 2025 SUBJECT: Important Reminders for Plan Sponsors & Plan Participants Beneficiary Forms Life changes and at times the last thing that is focused on is changing your...

When Does One-Year Equal Nine Months (Or Less)?

by David Gensler | May 7, 2020 | newsletters, Uncategorized

We know that the CARES Act doubled retirement plan loan limits for qualified individuals eligible for a Corona-Virus Related Distribution (CRD) to be the lesser of $100,000 or 100 percent of the participant’s vested account balance. To qualify, the loan must be...

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