The Internal Revenue Service has been busy. On Friday, January 10, 2025, the IRS issued several notices of proposed rulemaking impacting qualified retirement plans. One set of proposed rules adds to the SECURE 2.0 requirement...more
1/14/2025
/ 401k ,
Automatic Enrollment ,
Compliance ,
Employee Benefits ,
Internal Revenue Code (IRC) ,
IRS ,
Proposed Regulation ,
Proposed Rules ,
Qualified Retirement Plans ,
Retirement Plan ,
Roth IRA ,
SECURE Act ,
Tax Planning
In late December 2023, the Internal Revenue Service provided additional guidance in the form of questions and answers (“Q&As”) with respect to certain key qualified retirement plan provisions of the Consolidated...more
While many were out last week finishing up their last-minute Christmas shopping, Congress passed the highly-anticipated retirement plan legislation known as “SECURE Act 2.0” and the U.S. Departments of Labor, Health and Human...more
Last Friday night, President Trump signed into law a year-end $1.4 trillion spending bill that will fund the government through September 30, 2020. Included in the bill were a number of provisions that impact...more
12/24/2019
/ 401k ,
Affordable Care Act ,
Cadillac Tax ,
Employer Group Health Plans ,
Excise Tax ,
Federal Budget ,
Health Insurance ,
Qualified Retirement Plans ,
Repeal ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act ,
Tax Deferral ,
Tax Planning ,
Trump Administration