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SECURE ACT 2.0: Wow, What a Difference an Act Makes!

The Consolidated Appropriations Act of 2023 was signed into law on December 29, 2022, and has ushered in one of the most significant pieces of retirement plan legislation in recent memory. SECURE Act 2.0 (SECURE 2.0) contains...more

Employee Benefits and Executive Compensation Provisions in the American Rescue Plan Act

President Biden has signed into law the American Rescue Plan Act of 2021. The act contains a number of provisions affecting employee benefit plans. A description of some of these changes follows: Beginning April 1, 2021, and...more

IRS Allows Greater Cafeteria Plan Flexibility During COVID-19 Crisis

As a result of the COVID-19 crisis, the IRS has just issued IRS Notice 2020-29 (the notice), which permits (but does not require) employers to provide flexibility to employees to change their elections under cafeteria plans...more

The CARES Act Provides New Distribution and Loan Options for Individual Account Retirement Plans

Employers that offer their employees individual account retirement plans such as 401(k) and 403(b) plans should know that participants affected by the coronavirus have new options to access funds in their retirement plan...more

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