In our ongoing series on the Annual Regulatory Update, we’ve already explored legislative changes and key insights from the Department of Labor. Now, in this blog, we turn our attention to the latest updates from the Internal Revenue Service.
Form 8955-SSA is used by plan sponsors to report participants who have separated from service and are entitled to deferred vested ...
The IRS announced 2025 dollar limits on benefits and contributions for qualified retirement plans.
Continuing our series on this year’s retirement plan regulatory updates, we now shift our focus to the Department of Labor. If ...
Each year, our annual Regulatory Update covers the regulatory, litigation and legislative updates and changes that are affecting ...
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403(b) plan sponsors are required to adhere to the long-term/part-time (LT/PT) participation rules that go into effect Jan. 1, ...
Inflation & the Federal Reserve The Federal Reserve has held rates at a recent high of 5.25-5.50% since July 2023. Ending ...
On Friday, Oct. 4, the Supreme Court (SCOTUS) agreed to hear a petition from workers at Cornell University that centers on a ...
The IRS issued guidance for 403(b) plan sponsors on the SECURE 2.0 rule requiring long-term/part-time (LT/PT) employees to be ...
I was recently at an industry conference of retirement plan consultants and participated in a session discussing how ...
The primary objective of this blog is to educate retirement plan fiduciaries about the use of insurance separate accounts in ...