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
3/1/2023
/ 401k ,
403(b) Plans ,
Automatic Enrollment ,
Consolidated Appropriations Act (CAA) ,
Employee Benefits ,
Employee Contributions ,
Hardship Distributions ,
Multi-Employer Pensions ,
Required Minimum Distributions ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act
The IRS has issued IRS Notice 2020-50 (the Notice) providing guidance implementing the retirement plan provisions of the Coronavirus Aid, Relief, and Economic Security Act (the CARES Act) that was enacted on March 27, 2020. A...more
6/23/2020
/ 401k ,
403(b) Plans ,
457(b) Plans ,
CARES Act ,
Coronavirus/COVID-19 ,
Distribution Rules ,
Employee Benefits ,
Internal Revenue Code (IRC) ,
IRS ,
Popular ,
Relief Measures ,
Retirement Plan
As we get ready for 2020 (and beyond) here are five hot employee benefits ideas to implement in order to make your employee benefit plan administration easier...more
11/26/2019
/ 401k ,
403(b) Plans ,
Affordable Care Act ,
Cafeteria Plans ,
Compensation & Benefits ,
Eligibility Determination ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Enrollment ,
Form 1094 ,
Form 1095 ,
Health and Welfare Plans ,
Plan Administrators ,
Plan Participants ,
Retirement Plan
The United States Internal Revenue Service (the “IRS”) has released Revenue Procedure 2019-39, which sets forth a March 31, 2020 deadline by which tax-qualified 403(b) plans must have plan documents that fully comply with the...more
10/4/2019
/ 403(b) Plans ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
EPCRS ,
Filing Deadlines ,
IRS ,
Retirement Plan ,
School Districts ,
Tax Exempt Entities ,
Tax Planning