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Retirement Plan › Internal Revenue Service › Retirement Funds

Stinson LLP

IRS Announces Delay of Implementation of SECURE 2.0 Act’s Roth Catch-Up Contribution Provision for Two Years

Stinson LLP on

As signed into law, Section 603 of the SECURE 2.0 Act of 2022 (SECURE 2.0) required that effective as of January 1, 2024, participants in 401(k) plans, 403(b) plans, or governmental 457(b) plans, who were age 50 or older and...more

Quarles & Brady LLP

Updates on SECURE 2.0, the Employee Retention Credit and the Preventive Services Mandate

Quarles & Brady LLP on

The Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 (SECURE 2.0) was enacted in December 2022 as part of the year-end omnibus spending bill. Even though several provisions were effective in 2023, the...more

Jackson Lewis P.C.

Illinois Expands Its Secure Choice Mandatory Retirement Savings Program

Jackson Lewis P.C. on

Employers in Illinois with at least 5 employees must soon comply with the Illinois Secure Choice Savings Program Act (Secure Choice) or offer employees an employer-sponsored retirement plan...more

Bowditch & Dewey

IRS Reporting Requirements for Foreign Retirement Accounts

Bowditch & Dewey on

Section 6048 of the Internal Revenue Code requires reporting of a U.S. citizen or resident alien’s (a) transfers to a foreign trust, (b) annual financial information related to the U.S. person’s interest in a foreign trust,...more

Fisher Phillips

SECURE Act Adds New Compliance Requirements For Employers

Fisher Phillips on

Congress recently passed significant legislation affecting employer-sponsored employee benefit plans. The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 (H.R. 1994) was passed by the Senate on...more

Schwabe, Williamson & Wyatt PC

New Retirement Plan Legislation Enacted Into Law

Schwabe, Williamson & Wyatt PC on

On December 20, 2019, federal legislation approving spending limits for the 2020 fiscal year was signed into law. Included in the legislation is the Setting Every Community Up for Retirement Enhancement Act of 2019 (the...more

Cohen Seglias Pallas Greenhall & Furman PC

IRA News: Beware, the IRS May be Your New Biggest Beneficiary

Cohen Seglias Pallas Greenhall & Furman PC on

In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more

Cohen Seglias Pallas Greenhall & Furman PC

[Webinar] IRA News: Beware, the IRS May be Your New Biggest Beneficiary - December 5th, 12:00 pm ET

Cohen Seglias Pallas Greenhall & Furman PC on

In May, the U.S. House of Representatives passed the “Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019.” If it becomes law, the SECURE Act will bring changes for individuals with retirement accounts....more

Ary Rosenbaum - The Rosenbaum Law Firm P.C.

The Rosenbaum Law Firm Review - December 2017

Ary Rosenbaum - The Rosenbaum Law Firm P.C. on

Plan Features And Services Aren't A Fit For Every Plan Sponsor. There is nothing out there that is a fit for everything. Did you ever buy a car and the dealer was trying to sell you things you didn't really need like...more

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