House Introduces Roth Rollover Bill

House Introduces Roth Rollover Bill

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...
Long-Term Part-Time Employee Update

Long-Term Part-Time Employee Update

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...
The SECURE Act Reminders

The SECURE Act Reminders

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...