SECURE 2.0 Act – Sections 340 and 341. Defined Contribution Plan Fee Disclosure Improvements and Consolidation of Defined Contribution Plan Notices
Learn more about Sections 340 and 341. Defined Contribution Plan Fee Disclosure Improvements and Consolidation of Defined Contribution Plan Notices of the SECURE 2.0 Act
SECURE Act: Business Tax Credits for Retirement Plan Startup Costs and Automatic Enrollment Provisions (Sections 104 and 105)
In an effort to encourage employers to adopt a retirement plan and promote certain automated features, the Act (1) enhances an existing business tax credit
As a general rule, the Internal Revenue Code requires that a qualified retirement plan cannot discriminate in favor of highly compensated employees (HCEs)
Employers sponsoring 403(b) retirement plan programs may recall that, during 2007, the Internal Revenue Service (IRS) issued the highly anticipated final
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Tuesday, December 5, 2023 | 9:00 AM | Tax Update (3 CPE Hours)
Thursday, December 7, 2023 | 1:00 PM | Consulting, Technology and Advisory
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