Resources

Details of the SECURE 2.0 Act: Provisions Related to Catch-Up Contributions and Roth Options

SECURE 2.0 Act: Catch-Up Contributions and Additional Roth Options Learn More >

Qualified Disaster Distributions and Form 8915-F

Form 8915-F is a draft of the redesigned version of Form 8915 that is to be used for participants to report distributions due to qualified disasters. Learn More >

Four SECURE 2.0 Provisions Plan Sponsors Are Likely to Add

As we continue to evaluate the optional provisions of the SECURE 2.0 Act, we were interested in learning more about what provisions plan sponsors are interested in adopting. Learn More >

SECURE 2.0 Act: Provisions for Implementation in 2025

Here's a summary of the key changes for 2025 that financial advisors and plan sponsors need to know. Learn More >

Getting out of a MEP/PEO/PEP is not as easy as you think.

MEPs and PEOs have been around for many years. SECURE 2.0 expanded on these types of plans by introducing PEPs. Learn More >

Financial Incentives for Employee Participation

Thanks to SECURE 2.0, for plan years beginning after December 29, 2022, employers that sponsor 401(k) or 403(b) plans may offer employees a “de minimis” financial incentive. Learn More >

Details of the SECURE 2.0 Act: Provisions Related to Required Minimum Distributions

SECURE 2.0 Act provisions related to required minimum distributions. Learn More >

SECURE 2.0 Guidance

On December 20, 2023, the IRS released guidance on several provisions of the SECURE 2.0 Act. Learn More >

Long Term/Part Time Employees - Revised

SECURE 2.0 made technical corrections to the long-term/part-time rules. Learn More >

SECURE 2.0 Act: Catch-Up Contributions

On August 25, 2023, the IRS released Notice 2023-62. Learn More >

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