Proposed Treasury regulations relating to catch-up contributions were issued in January of 2025 that include guidance for the mandatory Roth catch-up requirement, which was first provided under section 603 of Division T of...more
5/19/2025
/ 401k ,
403(b) Plans ,
457(b) Plans ,
Benefit Plan Sponsors ,
Compliance Dates ,
Contribution Limits ,
Corporate Counsel ,
Employee Contributions ,
Highly Compensated Employees ,
IRS ,
Proposed Rules ,
Retirement Plan ,
Roth IRA ,
SECURE Act ,
Treasury Regulations
In this edition of our newsletter, we have summarized key third quarter guidance from the Internal Revenue Service ("IRS"), Department of Labor ("DOL"), and Pension Benefit Guaranty Corporation ("PBGC"). As we look back on...more
10/28/2020
/ Coronavirus/COVID-19 ,
Department of Labor (DOL) ,
Drug Pricing ,
Employee Benefits ,
Executive Orders ,
Guidance Update ,
IRA Rollovers ,
IRS ,
PBGC ,
Proxy Season ,
Regulatory Oversight ,
Retirement Plan ,
Safe Harbors ,
SECURE Act ,
Self-Insured Health Plans