Best Practices: SECURE 2.0 Grab Bag Highlights

Best Practices: SECURE 2.0 Grab Bag Highlights

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...
SECURE 2.0 Automatic Enrollment

SECURE 2.0 Automatic Enrollment

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...