Winter 2023

Winter 2023

 SECURE 2.0 is a GO!  Is it already time to complete another year-end data request? Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future. Upcoming Compliance Deadlines for Calendar-Year Plans     SECURE...
Fall 2022

Fall 2022

Cost of Living Adjustments for 2023 | New Plan Year Checklist | Save or Toss? Proper Plan Record Storage a Must! | Deadline for CARES Act and SECURE Act Amendments Extended | Upcoming Compliance Deadlines for Calendar-Year Plans   Cost of Living Adjustments for...