Tag Archives: 401(k)

Long-Awaited IRS Proposed Regulations for Long-Term Part-Time Employees

On November 24, 2023, the Internal Revenue Service (IRS) released proposed regulations concerning the long-term [...]

Required Minimum Distributions Update

Required minimum distributions (RMDs) are the minimum amounts that must be withdrawn from retirement accounts [...]

IRS Releases 2024 Cost-of-Living Adjustments – Partial Update

Click here for printable Retirement and H&W COLAs for 2024 The Internal Revenue Service released [...]

The Evolution of Hardship Distributions

Congress continues to pass laws allowing participants better access to their retirement accounts while actively [...]

What Plan Sponsors Need to Know About The New Long-Term Part-Time Employee Rules

The SECURE 2.0 Act, a follow-up to the Setting Every Community Up for Retirement Enhancement [...]

Secure 2.0 Act – Roth Catch-Ups for High-Wage Earners Extended for Two Years

Under current law, catch-up contributions to a 401(k), 403(b), or governmental 457(b) plan can be [...]

How the SECURE 2.0 Act will Impact your Retirement Plan Starting in 2025 and Beyond

Legislative Highlights It is no surprise that the SECURE 2.0 Act continues to dominate the [...]

How Healthcare Impacts Retirement Savings

Healthcare is one of the largest expenses during one’s retirement and costs continue to rise. [...]

IRS Extends Amendment Deadlines for CARES and SECURE Acts

The Internal Revenue Service (IRS) released Notice 2022-33, giving retirement plan sponsors a three-year extension to adopt [...]

Plan Sponsor Council of America’s Annual 401(k) and 403(b) Surveys

TRI-AD invites all of our clients who have 401(k) and 403(b) plans, even if we [...]