Jane Lee, JD
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IRS guidance on SECURE 2.0 expansion of self-correction under EPCRS
IRS guidance on SECURE 2.0 expansion of self-correction under EPCRS
The SECURE 2.0 Act of 2022 significantly expanded the...
Publié août 9, 2023 — Lire la suit -
SECURE 2.0 – significant changes for employer-sponsored retirement plans start now
SECURE 2.0 – significant changes for employer-sponsored retirement plans start now
Signed into law on December 29, 2022, the SECURE...
Publié février 2, 2023 — Lire la suit -
Congress passes SECURE 2.0
Congress passes SECURE 2.0
On December 23, Congress passed the massive $1.7 trillion...
Publié Décembre 26, 2022 — Lire la suit -
SECURE 2.0 could mean significant changes to retirement savings plans
SECURE 2.0 could mean significant changes to retirement savings plans
On March 29, 2022, the U.S. House of Representatives...
Publié avril 28, 2022 — Lire la suit -
Form 5500 filing extension for FEMA designated disaster areas
Form 5500 filing extension for FEMA designated disaster areas
As with other disasters in recent years, the IRS...
Publié septembre 30, 2021 — Lire la suit -
Required Minimum Distributions – Fulfilling the promise
Required Minimum Distributions – Fulfilling the promise
Plan sponsors: Your participants cannot keep retirement funds in...
Publié février 2, 2021 — Lire la suit -
DOL, IRS issue additional retirement plan relief
DOL, IRS issue additional retirement plan relief
Against the backdrop of the COVID-19 outbreak, the DOL,...
Publié mai 12, 2020 — Lire la suit