Newsletter Articles

 

We are pleased to provide periodically published industry articles that cover topics which may affect the operation and administration of your retirement plan.

Give them a read and let us know if you have questions about how the information may apply to your situation.

House Introduces Roth Rollover Bill

House Introduces Roth Rollover Bill

News You Can Use for Advisors and CPAs! — Hopeful news for clients who want to provide more rollover options to employees or utilize auto-portability services—a new bipartisan bill introduced in the House, H.R. 6757, would permit employees to rollover money directly from Roth IRAs to a Roth account in an employer-sponsored plan.

Solo 401(k) Plans and the Long-Term, Part-Time Employee Rules

Solo 401(k) Plans and the Long-Term, Part-Time Employee Rules

News You Can Use for Advisors and CPAs! — Last month’s article looked at the new long-term part-time employee (LTPTE) rules and the IRS’s proposed regulations released in late November. This month’s article looks at the impact of those LTPTE rules on owner-only (“Solo 401(k)”) plans.

What’s New In Washington: House Introduces Roth Rollover Bill

What’s New In Washington: House Introduces Roth Rollover Bill

PLAN SPONSOR QUARTERLY UPDATE: Winter Edition 2024 — Promising news for clients who want to provide more rollover options to employees — a new bipartisan bill introduced in the House would permit employees to rollover money directly from Roth IRAs to a Roth account in an employer-sponsored plan.

Long-Term Part-Time Employee Update

Long-Term Part-Time Employee Update

News You Can Use for Advisors and CPAs! After the parties and sparkle of the holiday, it’s time to hit the ground running in 2024. First on the agenda: making sure clients are aware that the long-term part-time employee (LTPTE) rules have officially taken effect.

Are Changes Needed to the Plan?

Are Changes Needed to the Plan?

As time goes by, the needs of a company and the needs of the participants evolve, and a plan may need to be amended to keep up with those changes. This is a good time of year to review plan provisions and determine if any changes are needed before the next plan year....

It doesn’t hurt to double check! We’re here for you!

It doesn’t hurt to double check! We’re here for you!

As situations arise during the plan year, it’s always better to double check the plan provisions rather than address a plan failure after the fact. In some situations, it’s easier to ask for forgiveness rather than permission, but that isn’t true in retirement plans....

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