Compliance | December 19th, 2024 IRS Delays Applicability of Certain Proposed RMD Rules to 2026 The agency decided to extend the deadline after commenters expressed timing concerns for implementing the final regulations.
Compliance | December 10th, 2024 IRS Sends Final Reminder for Retirees to Take 2024 RMDs Those who are at least 73 years old must take their IRA and defined contribution plan distributions before the end...
Ask the Experts | May 9th, 2023 How and When Will SECURE 2.0 Roth Provisions Affect RMDs? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Administration | April 19th, 2023 Plan Sponsors Have Lots to Prep for SECURE 2.0 Compliance Whether legislated changes take effect now or down the road, communication with recordkeepers and participants will be crucial.
Benefits | March 31st, 2023 Where SECURE 2.0 Comes Up Short The 2022 law does far more for high earners than low earners, and many provisions may prove difficult to implement.
Compliance | February 10th, 2023 SECURE 2.0 RMD Change Could Cause Trouble in States With Certain Unclaimed Property Laws Kentucky, Maine, Colorado and Nevada will have to update their escheatment laws or take the risk of unjustly taking over...
Compliance | January 13th, 2023 Ibuprofen Stock Surges as Plan Sponsors Read New DB Plan Rules in SECURE SECURE 2.0 makes several regulatory and disclosure changes for DB plans.
Compliance | January 10th, 2023 What Does SECURE 2.0 Do for RMDs and Catch-Up Contributions? The RMD change is straightforward, but the catch-up change, not as much.
Compliance | December 22nd, 2022 With SECURE 2.0 Through The Senate, Retirement Experts Widely Endorse House Approval Legislation gets wide acclaim as a positive reform in the retirement sector as passage hinges on House vote.
Opinions | March 3rd, 2021 SECURE Act 2.0 Could Be a Game Changer for Retirement Planning Syed Nishat, with Wall Street Alliance Group, discusses anticipated changes from retirement plan legislation introduced at the end of last...