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 17, 20231 minKeeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE PlansAmong the sweeping retirement plan changes in the new Secure 2.0 law are a number of important and welcome enhancements for owners of...
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...
Feb 9, 20231 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 20, 20231 minSecure 2.0 for 401(k) and 403(b) Plans: What Employers (and Their Advisors) Need to Know NowOn December 29, 2022, President Biden signed into law the Consolidated Appropriations Act of 2023, which includes the SECURE 2.0 Act of...