Author Archives: Chris Johnson

SECURE 2.0 – IRS Proposed Regulations on Catch-Up-As-Roth Contributions Effective January 1, 2026

The Department of the Treasury and the Internal Revenue Service issued much-anticipated and welcomed proposed [...]

IRS Tax Relief for California Wildfire Victims – Deadlines Extended

The Internal Revenue Service (IRS) announced on January 10, 2025, that California wildfire victims are [...]

ACA Update #2: Easing Employer Reporting Requirements

On January 3, 2025, Congress passed two laws reducing the employer reporting requirements related to [...]

ACA Update: Easing Employer Reporting Requirements

On December 10, 2024, Congress passed two bills to reduce employer reporting requirements related to [...]

IRS Releases 2025 Cost-of-Living Adjustments

The Internal Revenue Service released several Cost-of-Living Adjustments (COLAs) for 2025 today. As anticipated, many [...]

IRS Releases 2025 Cost-of-Living Adjustments – Partial Update

On October 22, 2024, the IRS issued the 2025 annual inflation adjustments for Flexible Spending [...]

Secure 2.0 – Update and Analysis on New Retirement Plan Provisions: What Employers Need to Know

As the retirement plan regulatory landscape evolves over the next few years, new provisions will [...]

Personal Fraud Protection: Options to Consider

TRI-AD has NOT had a data breach. This blog is designed to share some best [...]

State-Mandated Auto-IRA Programs Boost Retirement Readiness

Retirement readiness is a significant concern for nearly two-thirds of U.S. employees. Many Americans are [...]

Quick Update on Final Required Minimum Distribution (RMD) Regulations: What You Need to Know

WASHINGTON — On July 18, 2024, The Department of the Treasury and the Internal Revenue [...]