From Auto-IRAs to PEPs: How Small Employers Can Offer Retirement Savings
For some employers, offering a state-facilitated retirement plan is the best and easiest option, but for others, sponsoring their own...
Tag: SIMPLE IRAs
How Does SECURE 2.0’s Mid-Year Termination of SIMPLE IRAs Work?
Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Ascensus Pens Deal for Vanguard’s Small Plan Recordkeeping Division
Ascensus says the deal for the individual 401(k), Multi-SEP, and SIMPLE IRA plans should be complete in Q3 2024.
What’s Changing in 2024 Under SECURE 2.0
A comparison of the SECURE 2.0 Act of 2022 provisions taking effect in 2024 and prior law, where applicable, according...
DOL Sues SIMPLE IRA, Health Plan Fiduciaries for Misappropriation of Funds
The Department of Labor claims a New Jersey electrical contractor misappropriated employees’ retirement plan contributions and ended employer contributions to...
Benefits |
DOL Sues SIMPLE IRA Plan Sponsor for Pocketing Retirement Deferrals
A Minnesota HVAC company is alleged by the Department of Labor to have misappropriated the retirement contributions of its’ employees,...
Congressional Leaders Tell Treasury to Expect SECURE 2.0 Technical Corrections
The letter did not outline a timeline but identified four technical errors and ambiguities to be fixed.
Products |
Millennium Trust, Paychex Offer SIMPLE IRA for Small Businesses
The plan gives employers the opportunity to automatically enroll employees into the plan, as well as escalate their deferrals every...