by Paul Fennell | Feb 23, 2024 | Pension Pulse
Original Content by: Cameron Dabir, QKA, President of The Pension Source In this post, we will touch on a recent change that SECURE 2.0 made to rules regarding Controlled Groups (specifically Section 315 of SECURE 2.0). Under the tax Code, certain related businesses...
by Paul Fennell | Feb 23, 2024 | Pension Pulse
Original Content by: Cameron Dabir, QKA, President of The Pension Source As part of the SECURE 2.0 Act of 2022 (link), Section 101 expands automatic enrollment in certain qualified retirement plans. Congress’ intent is that even for those employees who are offered a...
by Taylor Brown | Feb 1, 2024 | Uncategorized
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...
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