Rachel D. Kugelmass

About Rachel D. Kugelmass

Rachel D. Kugelmass is a Practice Leader in HR Outsourcing & Solutions at Conduent HR Services. She consults on the design and administration of defined contribution plans with a focus on the interpretation and implementation of legislative changes.
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    Congress Adds Plan Distribution Tax Relief for Recent Disasters

Congress Adds Plan Distribution Tax Relief for Recent Disasters

Volume 40 | Issue 118
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The Disaster Tax Relief and Airport and Airway Extension Act of 2017, signed by President Trump last Friday,

By |Oct 6, 2017|FYI, US, Wealth|
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    IRS Increases Flexibility for Substantiation of Hardship Distributions

IRS Increases Flexibility for Substantiation of Hardship Distributions

Volume 40 | Issue 34
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After an extended period of uncertainty about what constitutes acceptable substantiation of a hardship withdrawal request, new

By |Mar 7, 2017|FYI, US, Wealth|

Agencies Relax Rules for Hurricane Matthew Victims

Volume 39 | Issue 128
Download this For Your Information as a printable PDF

In early October, Hurricane Matthew hit hard in North Carolina, South Carolina, Georgia and

By |Nov 2, 2016|FYI, US, Wealth|

DOL Expands Plan Compliance Relief for Louisiana Floods

DOL Expands Plan Compliance Relief for Louisiana
Floods

By |Sep 15, 2016|FYI, Health, US, Wealth|

IRS Relaxes Retirement Plan Rules for Louisiana Flood Victims

IRS Relaxes Retirement Plan Rules for Louisiana Flood Victims

By |Sep 2, 2016|FYI, US, Wealth|

A Plan Sponsor’s Overview of DOL’s Fiduciary/Conflict of Interest Rule

A Plan Sponsor’s Overview of DOL’s Fiduciary/Conflict of Interest Rule

By |Apr 22, 2016|FYI, Health, US, Wealth|