by Taylor Brown | Nov 1, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs Earlier this year, the IRS issued guidance via Private Letter Ruling 202434006, which highlights significant flexibility for employers in structuring its benefit plans. The ruling paves the way for employers to offer tailored...
by Taylor Brown | Oct 17, 2024 | Uncategorized
It’s hard to believe, but summer is coming to an end. As we move into the fall, now is a great time to ensure plan sponsor clients are ready for year-end requirements. As a quick reference, included below are some common year-end notices for retirement plans and...
by Taylor Brown | Sep 27, 2024 | Uncategorized
News You Can Use! for Advisors and CPAs It’s hard to believe, but summer is coming to an end. As we move into the fall, now is a great time to ensure plan sponsor clients are ready for year-end requirements. As a quick reference, included below are some common...
by Taylor Brown | Apr 19, 2024 | Uncategorized
SECURE 2.0 continues to be a hot topic as the provisions become effective and we get additional insights and guidance from the regulating agencies. Our focus on SECURE 2.0 continues with a look at SECURE 2.0’s automatic enrollment provisions. A Brief Refresher SECURE...
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