FYI

SECURE 2.0 – significant changes for employer-sponsored retirement plans start now

Signed into law on December 29, 2022, the SECURE 2.0 Act of 2022 (“SECURE 2.0”) makes substantial changes to...

Posted February 2, 2023 — Read more

FYI

Congress passes SECURE 2.0

On December 23, Congress passed the massive $1.7 trillion Consolidated Appropriations Act, 2023 (the “Act”), which is expected to...

Posted December 26, 2022 — Read more

FYI

SECURE 2.0 could mean significant changes to retirement savings plans

On March 29, 2022, the U.S. House of Representatives overwhelmingly passed the Securing a Strong Retirement Act of 2022...

Posted April 28, 2022 — Read more

FYI

Form 5500 filing extension for FEMA designated disaster areas

As with other disasters in recent years, the IRS has issued guidance extending tax filing deadlines for individuals and...

Posted September 30, 2021 — Read more

Blog

Required Minimum Distributions – Fulfilling the promise

Plan sponsors: Your participants cannot keep retirement funds in your defined benefit and defined contribution plans indefinitely. Required Minimum...

Posted February 2, 2021 — Read more

FYI

DOL releases interim final rule on lifetime income illustrations

The SECURE Act of 2019 modified the defined contribution plan benefits statement rules to require the inclusion of lifetime...

Posted September 2, 2020 — Read more

FYI

DOL, IRS issue additional retirement plan relief

Against the backdrop of the COVID-19 outbreak, the DOL, Department of Treasury, and the IRS issued joint guidance easing...

Posted May 12, 2020 — Read more