FYI

IRS guidance on SECURE 2.0 expansion of self-correction under EPCRS

The SECURE 2.0 Act of 2022 significantly expanded the...

Posted August 9, 2023 — Read more

FYI

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

Signed into law on December 29, 2022, the SECURE...

Posted February 2, 2023 — Read more

FYI

Congress passes SECURE 2.0

On December 23, Congress passed the massive $1.7 trillion...

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...

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...

Posted September 30, 2021 — Read more

Blog

Required Minimum Distributions – Fulfilling the promise

Plan sponsors: Your participants cannot keep retirement funds in...

Posted February 2, 2021 — Read more

FYI

DOL, IRS issue additional retirement plan relief

Against the backdrop of the COVID-19 outbreak, the DOL,...

Posted May 12, 2020 — Read more