by Deanna Fisher | Feb 6, 2023 | Uncategorized
Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future. Within 18 months: Effectiveness of notice provided for eligible rollover distributions: A 402(f) notice, often referred to as a Special Tax Notice, must be...
by Deanna Fisher | Feb 6, 2023 | Uncategorized
Is it already time to complete another year-end data request? When Plan Sponsors are asked to provide company and employee census information for a recent plan year, the details being collected affect the contributions that must be calculated and funded as well as...
by Deanna Fisher | Feb 6, 2023 | Uncategorized
SECURE 2.0 is a GO! In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act increased the Required Minimum Distribution (RMD) age for retirement plan participants from age 70 1/2 to 72. Additionally, it introduced opportunities for Long Term...
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