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On April 23, 2024, the U.S. Department of Labor (“DOL” or “Department”) issued a final regulatory package amending its fiduciary investment advice regulation and revising numerous. ....
As part of our continuing series on SECURE 2.0, signed into law December 29, 2022, this post focuses on significant changes for section 403(b) tax-sheltered annuity plans ("403(b) plans"). ....
As part of our continuing series on SECURE 2.0, signed into law December 29, 2022, this post focuses on significant changes for section 403(b) tax-sheltered annuity plans (“403(b). ....
SECURE 2.0 signed into law December 29, 2022 focuses on significant changes for section 403b tax-sheltered annuity plans 403b plans. 403b plans are similar to 401a tax-qualified defined contribution plans subject to unique requirements under the Internal Revenue Code. ....