SECURE 2.0 Guidance Addresses Designated Roth Contributions
This is the second of two blogs on IRS Notice 2024-2. (Check out the first blog here!)This notice provided welcome guidance on a select number of provisions affecting 401(k) plans …
This is the second of two blogs on IRS Notice 2024-2. (Check out the first blog here!)This notice provided welcome guidance on a select number of provisions affecting 401(k) plans …
As we have previously reported, the IRS released Notice 2024-2 on December 20, 2023, providing welcome guidance on a select number of provisions affecting qualified retirement plans, including 401(k) plans, …
After a bit of rumor and speculation, the IRS has announced on its website that, due to administrative issues involving the EFAST2 system, IRS Form 5558 will not be able …
On December 20, 2023, the IRS released Notice 2024-2 which provides welcome guidance on a number of provisions affecting qualified retirement plans, including 401(k) plans, under the SECURE 2.0 Act …
Everyone agrees that benefits plan compliance is important… but how important is it to your decision makers? Because compliance isn’t something that receives lots of fanfare or is easily measured, …