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SECURE 2.0 and Protecting Your Designated Beneficiaries | Shutts & Bowen LLP

The Setting Every Community Up For Retirement Enhancement Act (SECURE Act) was attached to a spending bill (the Further Consolidated Appropriations Act of 2020, or FCAA) and signed into. ....

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Plan Sponsors Face In-Plan Annuity 'Tipping Point' in 2024

An average of three out of four plan sponsors plan to make a decision on in-plan annuity income solutions by the end of next year, per new research from LIMRA. ....

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IRS Proposes Part-Time Eligibility Rules per SECURE Legislation

Plan sponsors now have IRS guidance on what part-time workers are eligible for plans, though a comment period and finalization are still ahead. ....

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The Long Wait for the Long-Term Part-Time Guidance is Over | Seyfarth Shaw LLP

Seyfarth Synopsis: It’s here for your post-Thanksgiving turkey hangover reading pleasure! The Department of Treasury and IRS released on Friday (in the middle of most people’s long. ....

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Calculating Roth IRA: 2023 and 2024 Contribution Limits

Use this Roth IRA calculation method to determine your contribution limits for tax purposes. ....

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