News & Analysis as of

Employee Benefits › Small Business › Individual Retirement Account (IRA)

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Why TPAs Shouldn’t Ignore SEP-IRAs—But Also Shouldn’t Stop There

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

If you’re a TPA and you’re not talking to your small business clients about SEP-IRAs, you’re missing the plot. But if you’re only talking about SEP-IRAs, you’re missing the opportunity....more

Troutman Pepper Locke

Requirement for California Small Business Retirement Plans Takes Effect Today

Troutman Pepper Locke on

If you own a small business in California, you may be one of an estimated 240,000 employers required to offer retirement plans to all adult employees. Last year, California mandated that employers with more than 50 employees...more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

Plan Terminations will cause leakage

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

If you look at the stock market, you wouldn’t know unemployment is 10% and that 180,000 Americans died....more

Jackson Lewis P.C.

Guidance to Make Us Feel More SECURE

Jackson Lewis P.C. on

Notice 2020-68 from the IRS provides valuable clarification for sponsors of qualified plans, 403(b) plans, and 457(b) governmental plans, as well as IRA holders, related to certain provisions in the Setting Every Community Up...more

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