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 moreWritten by, Emily E. Arrigo, CPAAssurance Manager On December 29, 2022, the President signed SECURE 2.0 as a part of the year-end...
Read moreThe IRS annually evaluates limits and thresholds for various benefits and provides increases, as needed, to keep pace with inflation. The...
Read moreIn 2022, the Employee Benefits Security Administration (EBSA) saw a significant decrease in enforcement actions for the second consecutive...
Read moreCollective investment trusts (CITs) comprise nearly half of all assets in target date funds and are on track to surpass mutual funds as the...
Read moreJanuary 23, 2023 — President Biden signed the Setting Every Community Up for Retirement Enhancement 2.0 Act (SECURE 2.0) on December 29,...
Read moreIn June 2022, the IRS began sending notices to retirement plan sponsors for examination of their employee retirement plans. This new inspection...
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