by Taylor Brown | Mar 1, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs March 2024 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...
by Taylor Brown | Feb 1, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs February 2024 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...
by Taylor Brown | Jan 15, 2024 | Uncategorized
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...
by Taylor Brown | Jan 1, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs January 2024 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...
by Taylor Brown | Nov 23, 2020 | Uncategorized
With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006. This legislation came to us by virtue of The Setting Every...
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