Compliance January 19th, 2023 Small Businesses and SECURE 2.0: Exemptions and Tax Credits SECURE 2.0 offers tax credits to create plans, as well as to join existing PEPs and MEPs.
Compliance August 26th, 2019 IRS Adds Year to Closed DB Plan Nondiscrimination Relief The IRS still anticipates issuing final regulations on closed DB plan nondiscrimination rules.
Compliance August 28th, 2018 IRS Extends Closed DB Plan Nondiscrimination Relief Through 2019 The new extension makes nondiscrimination relief available for plan years beginning before 2020, if the conditions of Notice 2014-5 are satisfied.
Editor’s Letter Rethinking Savings Goals Considering participants who want to save the maximum to their 401(k)