Mar 16, 20232 minSecure 2.0 – Treating Student Loans as Elective Deferrals SECURE 2.0 was signed into law in December 2022 as part of the Consolidated Appropriations Act of 2023. Effective for plan years...
Mar 8, 20232 minSecure 2.0 Updates Family Attribution Rules For Aggregation of BusinessesIn today’s post, we want to highlight two important ownership attribution rule changes for aggregation of businesses made by the SECURE...
Mar 2, 20231 minSherrie Boutwell Teaching at IFEBP's Navigating Benefit Plans Through Mergers and AcquisitionsJoin Sherrie Boutwell and her co-instructor, Ilene H. Ferenczy, on March 15th & 16th, 2023 1:00 p.m.-4:00 p.m. ET for a two-day training...
Feb 23, 20231 minEvan Giller's Article on Secure 2.0 for NBOAAfter co-presenting at the recent 2023 Annual Meeting for NBOA, both Evan Giller, Boutwell Fay, LLP, and Gary Mauger, New Pinnacle...
Feb 16, 20231 minSECURE 2.0 PERMITS SELF-CERTIFICATION OF HARDSHIP DISTRIBUTION CONDITIONSThe SECURE 2.0 Act (enacted in late December 2022) makes a welcome change to the administration of 401(k), 403(b), and 457(b) plans by...