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...
by Taylor Brown | Jan 15, 2024 | Uncategorized
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 employer-sponsored plan. The bill, known as H.R....
by Taylor Brown | Jan 1, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs 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 effect....
by Deanna Fisher | Aug 24, 2023 | Uncategorized
As time goes by, the needs of a company and the needs of the participants evolve, and a plan may need to be amended to keep up with those changes. This is a good time of year to review plan provisions and determine if any changes are needed before the next plan year....
by Deanna Fisher | Aug 24, 2023 | Uncategorized
As situations arise during the plan year, it’s always better to double check the plan provisions rather than address a plan failure after the fact. In some situations, it’s easier to ask for forgiveness rather than permission, but that isn’t true in retirement plans....
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