Explore Roth Employer Contributions under Secure 2.0 Act. Optional provision for plan sponsors. Consider implications for taxation and administration.
Guidance for Roth Employer Contributions
read more
/ Tag:
Secure Act 2.0
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.
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.
Long Term Part Time (LTPT) Employees: The Impact to Your Plan Beginning in 2024
Discover the SECURE Act’s impact on plan eligibility and requirements for Long Term Part Time (LTPT) employees. Learn about changes, tracking hours, and employer contributions.
Secure 2.0 for Defined Benefit Plans
Secure Act 2.0 has important updates for Defined Benefit Plans, including increased RBD age and reduced excise tax on missed RMDs. Stay up-to-date with these crucial changes to ensure your retirement plan is compliant.