Tag Archives: Secure 2.0
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 [...]
Sep
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 [...]
Jul
SECURE 2.0 Expansion of the Employee Plans Compliance Resolution System (EPCRS)
On May 25, 2023, the Internal Revenue Service (IRS) provided new interim guidance with Notice [...]
Mar
Required Minimum Distributions Update
Required minimum distributions (RMDs) are the minimum amounts that must be withdrawn from retirement accounts [...]
Feb
The Evolution of Hardship Distributions
Congress continues to pass laws allowing participants better access to their retirement accounts while actively [...]
Sep
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 [...]
Aug
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 [...]
Aug
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 [...]
Mar
How the SECURE 2.0 Act will Impact your Retirement Plan in 2024
Legislative Highlights As the SECURE 2.0 Act makes its way through the headlines, plan sponsors [...]
Feb