Dec 28, 20231 minHighlighting Our Top Five Blog Posts of the Year: SECURE 2.0 InsightsAs the year draws to a close, we're reflecting on the key updates and insights that have shaped the landscape of retirement planning in...
Dec 15, 20231 minIRS Issues Proposed Regulations on Long-Term Part-Time Employee RulesThe SECURE Act in 2019 and SECURE 2.0 Act in 2022 expanded the availability of employer-sponsored retirement plans for long-term...
Jul 13, 20233 minThe Long-Term Part-Time Rule and 403(b) Plans: Unintended Consequences or Intentional TransformationOne of the stated objectives of the SECURE 2.0 Act of 2022 (‘the Act”) is to expand the coverage of retirement plans and to increase...