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 …
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 …
The IRS announced in Notice 2024-2 that the amendment deadline most qualified retirement plans, including 401(k) plans, for several recent pieces of federal legislation generally has been extended by up …
On November 8, 2023, the IRS released Notice 2023-79, its annual list of required amendments (“RA List”) for individually designed qualified retirement plans, including 401(k) plans. In good news for …