Catching Up to the New Age-Based Catch-Up Contribution Limits
Explore SECURE 2.0’s new age-based catch-up contribution limits for 401(k), 403(b), and 457(b) plans starting January 1, 2025.
Part 4: OPEB Funding Considerations: Understanding Laws & Benefits
Explore essential funding considerations for OPEB plans in Part 4 of our series. Understand VEBA rules, state laws, and strategies for effective benefit payments.
Part 3: Contributions to and benefit payments from Retiree Healthcare Plan Assets – If the recommended contribution is $-0-, may benefits be paid from the OPEB plan trust?
Learn about the considerations involved in funding OPEB plans and the importance of managing plan assets effectively.
Part 2: Contributions to and benefit payments from Retiree Healthcare Plan Assets – What does it mean that a plan is 100% funded?
Understanding what it means for a plan to be 100% funded and the implications for future benefits and contributions.
Contributions To And Benefit Payments From Retiree Healthcare Plan Assets
Discover payment strategies for Retiree Healthcare (OPEB) plans funded by OPEB trusts. Maximize future benefit payments for retirees. Learn more now
Guidance for Roth Employer Contributions
Explore Roth Employer Contributions under Secure 2.0 Act. Optional provision for plan sponsors. Consider implications for taxation and administration.
2024 Plan Limits Released
The 2024 Cost-Of-Living Adjustments affecting employee benefit plans include the annual limits for Social Security Taxable Wage Base.
An Explanation of 401(k) Plan Forfeitures, How and When They Should be Used
Discover the ins and outs of 401(k) plan forfeitures – when and how to leverage them effectively. Uncover the key insights for smart financial planning.
New Audit Rules for 2023 5500 Forms
Navigate the 401(K) ‘Large Plan’ Status: Understand the 80-120 Rule, Audit Requirements, and Changes for 2023. Ensure Compliance and Save Time
New Simplified Disclosure Rules for Plan Participants in DC Plans
Discover simplified disclosure rules for DC plan participants under SECURE 2.0. New options for plan sponsors explained. Effective Dec 31, 2022.
Required Minimum Distributions (RMDs)
Understand RMDs: Mandatory withdrawals from retirement accounts explained. Learn deadlines, calculations, exemptions.
Mandatory Roth Catch-Up Contributions – Another Secure Act 2.0 Provision
Explore mandatory Roth catch-up contributions and vital insights for plan sponsors. Prepare for upcoming changes now.