The SECURE Act 2.0 Becomes Law
On December 29, 2022, President Joe Biden signed a mammoth piece of legislation called the Consolidated Appropriations Act, 2023, which funds the government for the
On December 29, 2022, President Joe Biden signed a mammoth piece of legislation called the Consolidated Appropriations Act, 2023, which funds the government for the
As the stock market continues to slide, so does the average 401(k) account. Some 401(k) accounts have lost as much as 25% in value since
Most employee benefits are subject to dollar limits that are adjusted annually based on inflation. The Internal Revenue Service (IRS) recently issued Notice 2022-55, which
In the first installment of our series on Lifetime Income Disclosure, published on August 30, 2022, we told you that the SECURE Act included three
401(k) plans are the most popular retirement plan in the U.S. today. They enable employees and business owners to save money toward their retirement on
The big push for defined contribution plans, such as 401(k)s, is designed to encourage employees to save as much as possible while they are working
On May 23, 2022, the IRS issued an Employee Plans Newsletter that appears to soften the consequences when an employer misses a deadline for restating
Small business owners often don’t have a retirement plan – for their employees or, more importantly, for themselves. Often, they are too busy running their
Now is the time to act if they want to defer for 2022! Business owners are always on the lookout for ways to save money.
On June 22, 2022, the Senate Finance Committee reported out the Enhancing American Retirement Now (EARN) Act by a vote of 28 – 0. The