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Correcting Retirement Plan Overpayments: Relief and Restrictions From SECURE 2.0

The Consolidated Appropriations Act of 2023, which was signed into law on December 29, 2022, includes numerous provisions impacting retirement savings plans, which are collectively referred to as SECURE 2.0. SECURE 2.0...more

For Your Benefit- Fall-2018

After a long period of relative stability enjoyed by sponsors of qualified retirement plans, several significant modifications have been made by the Bipartisan Budget Act of 2018 (Act), following closely on the heels of...more

Hunting For Retirement Plan Participants? New IRS Guidance And The Expanded PBGC Missing Participants Program Should Help

Plan administrators might feel it is the participant’s responsibility to keep a plan administrator informed of their address changes; however, it is the view of the Department of Labor (DOL) that a plan administrator’s...more

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