by Taylor Brown | Oct 17, 2024 | Uncategorized
The IRS has issued guidance via Private Letter Ruling 202434006, which highlights significant flexibility for employers in structuring its benefit plans. The ruling paves the way for employers to offer tailored benefits packages that cater to individual employee...
by Taylor Brown | Oct 17, 2024 | Uncategorized
It’s hard to believe, but summer is coming to an end. As we move into the fall, now is a great time to ensure plan sponsor clients are ready for year-end requirements. As a quick reference, included below are some common year-end notices for retirement plans and...
by Taylor Brown | Oct 17, 2024 | Uncategorized
Regular readers will remember that we wrote in last quarter’s newsletter about the final fiduciary rule, released by the Department of Labor (DOL) in April of this year. The rule finalized a new definition of who qualifies as an investment advice fiduciary and what...
by Taylor Brown | Oct 17, 2024 | Pension Pulse
Cash balance plans are becoming increasingly popular for higher income small-to-medium sized business owners. We recently published our cash balance primer (link) which goes into detail on the plan type. However, one topic we are frequently asked by plan sponsors and...
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