Mar 162 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...
Feb 161 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...
Feb 91 minA Valentine’s Day “KISS” for Small Retirement Plans: Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans Among the sweeping retirement plan changes in the new Secure 2.0...
Jan 181 minSherrie Boutwell to present at the WP&BC 2023 Annual Legislative & Regulatory Update Join Boutwell Fay's Sherrie Boutwell as she presents with JP Morgan's Dan Notto next week on Wednesday, January 25th from 3:30 PM - 7:00...
May 13, 20222 minDOL Weighs In On Permitting 401(k) Plans Investing In CryptocurrenciesThe DOL has issued a release that outlines where they stand on the subject of 401(k) plans investing in Cryptocurrencies.