Compliance | May 28th, 2024 Senate Takes Up Plan Startup Retirement Tax Credit Legislation The legislation mirrors another bill in the House, which increases credits for offering retirement plans for the smallest businesses.
Compliance | February 5th, 2024 Small Businesses Don’t Know About Plan Creation Tax Credits, per EBRI That’s despite citing profitability and plan cost among their chief reasons for not starting a plan.
Ask the Experts | July 25th, 2023 Could Adding Employer Contributions To An Existing Plan Prompt Tax Credits? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | May 24th, 2023 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.
Ask the Experts | May 16th, 2023 How Does SECURE 2.0’s Start-Up Tax Credit Apply to Recently Started Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | April 12th, 2023 Clarity From Regulators is Key for Success in SECURE 2.0 Era SECURE 2.0 brings opportunity, but also implementation, tracking and administrative questions, according to experts speaking on a PLANSPONSOR webinar.
Ask the Experts | April 4th, 2023 Are Tax-Exempt Employers Eligible for Secure 2.0 Credits for Starting a Retirement Plan? Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Compliance | January 19th, 2023 How SECURE 2.0 Can Help Small Businesses SECURE 2.0 has several provisions designed to increase retirement plan creation and participation by small businesses, in particular by offering...
Compliance | January 9th, 2023 Plan Creation in a Post-SECURE 2.0 World SECURE 2.0 creates new tax credits and requires automatic features that will shape plan creation going forward.