Understanding SECURE 2.0: Key Provisions and Timelines for Retirement Plans
Written by, Emily E. Arrigo, CPAAssurance Manager On December 29, 2022, the President signed SECURE 2.0 as a part of the year-end...
Read more
Latest News - Employee Benefit Plans
HSA Contribution Limits Set to Increase in 2024
The IRS annually evaluates limits and thresholds for various benefits and provides increases, as needed, to keep pace with inflation. The...
Read more
Plan Sponsor Alert: DOL Enforcement Activity Expected to Increase in 2023
In 2022, the Employee Benefits Security Administration (EBSA) saw a significant decrease in enforcement actions for the second consecutive...
Read more
Collective Investment Trust — What Plan Sponsors Need to Know
Collective investment trusts (CITs) comprise nearly half of all assets in target date funds and are on track to surpass mutual funds as the...
Read more
Retirement Savings Provisions You Should Know: The Secure 2.0 Act
Written byNiki L. Stehlik, CPADirector, Assurance January 23, 2023 — President Biden signed the Setting Every Community Up for...
Read more
IRS New Pilot Inspection Program for Retirement Plans
By Niki Stehlik,Manager In June 2022, the IRS began sending notices to retirement plan sponsors for examination of their employee retirement...
Read more