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 5, 20231 minEvan Giller to present at WP&BC's New Year Tidings 403(b) Plans WebinarJoin Boutwell Fay's Evan Giller as he presents on 403(b) plans along with Robert Toth, JD, of Toth Law and Consulting on Tuesday, 17 Jan...
Dec 29, 20221 minSecure Act 2.0 2022 Means Changes for Retirement PlansSecure Act 2.0 contains sweeping changes to retirement plan legislation.