by Taylor Brown | Apr 19, 2024 | Uncategorized
Plan Sponsor Quarterly Update Spring Edition 2024 The IRS recently released long-awaited guidance under SECURE 2.0 in the form of a “grab bag” notice — Notice 2024-02. This article summarizes a number of the higher interest items addressed in the notice. Amendment...
by Taylor Brown | Apr 19, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs SECURE 2.0 continues to be a hot topic as the provisions become effective and we get additional insights and guidance from the regulating agencies. Last year, we published an article looking at the new automatic enrollment...
by Taylor Brown | Apr 19, 2024 | Uncategorized
Plan Sponsor Quarterly Update Spring Edition 2024 Though there’s certainly nothing to rival SECURE 2.0,there are a number of retirement-related bills winding their way through Congress. Technical Corrections for SECURE 2.0 The only bill likely to pass this year is a...
by Taylor Brown | Apr 19, 2024 | Uncategorized
Plan Sponsor Quarterly Update Spring Edition 2024 SECURE 2.0 continues to be a hot topic as the provisions become effective and we get additional insights and guidance from the regulating agencies. Our focus on SECURE 2.0 continues with a look at SECURE 2.0’s...
by Taylor Brown | Mar 1, 2024 | Uncategorized
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...
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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