Do your New Year’s resolutions include understanding SECURE 2.0 provisions effective in 2024? You’re in luck! Below is a summary of certain provisions included in SECURE 2.0 that become effective this year.
The Economic Growth and Tax Relief Reconciliation Act of 2001, better known as EGTRRA, was signed by President Bush on June 7, 2001. EGTRRA made significant changes to income tax, capital gains tax, and estate and gift tax laws.
One of the challenges of administering a retirement plan is the timely and proper payment of distributions to plan participants. This responsibility occurs in more than one context, and can have a number of “facts and circumstances” variations.
I learned a long time ago that laws can be like sausage. They may look great but you don’t want to see them being made.1 That may also help explain how we get some of the unusual, sometimes pithy acronyms used for new legislation.
The Board of Directors for PenChecks, Inc., a leading provider of retirement plan distribution services, announced today that company President Spiro G. Preovolos has been elected as the new CEO.
Presented as part of ASPPA’s webcast education program, nationally known leadership expert Holly Green combines her leadership experience with the latest in neuroscience to illustrate how using your brain more effectively can help you make better decisions that lead...
Learn how the IRS EPCRS program helps correct retirement plan mistakes, avoid IRS sanctions and keep plans compliant. Presented by: Brian Furgala, ERISA attorney for the law firm of Gray-Robinson.IRS Correction Programs: Part I – Overview of EPCRSEPCRS Self-Correction...