On January 10, 2025, the Department of the Treasury (“Treasury”) and the Internal Revenue Service (“IRS”) issued proposed regulations regarding the provisions of the SECURE 2.0 Act of 2022 (“SECURE 2.0”) that relate to...more
1/15/2025
/ 401k ,
403(b) Plans ,
457(b) Plans ,
Employee Benefits ,
Internal Revenue Code (IRC) ,
IRS ,
Proposed Regulation ,
Retirement ,
Retirement Plan ,
SECURE Act ,
Tax Planning
As the end of 2023 approaches, it’s again time for plan sponsors to review their plan documents and plan operations to ensure compliance with increasingly complex qualification requirements and moving deadlines. While there...more
SECURE 2.0 brought with it a number of changes to retirement savings plan rules. In the fourth segment of our SECURE 2.0 webinar series, we will be tackling changes, including impending deadlines, to 401(k) plans....more
On June 23, the Internal Revenue Service (“IRS”) issued Notice 2020-51, which provides much-needed guidance on how defined contribution plans (including 403(b) and governmental 457(b) plans) and IRAs implement the waiver of...more
6/26/2020
/ Benefit Plan Sponsors ,
CARES Act ,
Defined Contribution Plans ,
Employee Benefits ,
Individual Retirement Account (IRA) ,
IRA Rollovers ,
IRS ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act