Below is information regarding retirement plan relief issued by the IRS, DOL and PBGC regarding Hurricane Harvey. If you don’t see the information you need or if you don’t understand the information, please contact your account manager for additional information.
Please check back as it is possible that additional relief will be granted or that a government agency could issue additional explanatory information regarding the relief already provided.
Plan Participants
DC Plan Sponsors
- Employee 401(k) contributions and loan repayments
- Participant notice relief
- Form 5500 extension
- Administrative relief on hardship distributions
- Employer contributions
- Items with no relief
DB and Cash Balance Plan Sponsors
- Funding and AFTAP Relief
- Form 5500 extension
- PBGC relief
- Participant notice relief
- Items with no relief
General Relief and Information