Tag Archives: SECURE Act

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 [...]

Required Minimum Distributions Update

Required minimum distributions (RMDs) are the minimum amounts that must be withdrawn from retirement accounts [...]

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 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 [...]

Legislative Highlights of SECURE 2.0 Act and Impact on Retirement Plans – 2023

On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law which [...]

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 [...]

Retroactive Retirement Plan Adoption for New Qualified Plans Under the SECURE Act

The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Internal [...]

IRS Finalizes Life Expectancy Table Changes Affecting Required Minimum Distributions

Many employer-sponsored retirement plans, such as profit-sharing plans, 401(k) plans, 403(b) plans, 457(b), and defined [...]