SECURE 2.0 changes the rules governing how and when certain retirement savers can withdraw money from their retirement accounts and IRAs.
A stock option plan can be used to align the interests of employees and shareholders, and attract and retain talented workers. This video will cover the basics of a stock option plan and how your company may benefit from having one.
Plan administrators should consider all implications of an ERISA Section 103(a)(3)(C) election before the election is made.
One of the most common issues overlooked by employers relates to the special timing rule in section 3121(v)(2).
Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.
The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.
Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.
The Act does not lengthen CARES Act COVID plan relief, but offers relief for non-COVID disasters, partial terminations and pension plans.
IRS guidance on the 15% maximum on automatic contributions, 401(k) and 403(b) plan safe harbor requirements, and plan loan offset rollovers.
All companies are susceptible to and will likely experience fraud at some point. In this video, you will learn about simple and easy to implement controls and processes.