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10/17/2022

Retirement Plan Enhancements On The Way

For many months Congress has been working on retirement savings enhancements that expand and build on the SECURE Act of 2019. Although multiple proposals are being discussed, which include SECURE Act 2.0, the RISE & SHINE Act and the EARN Act, I wil ... READ MORE

 
07/23/2021

New IRS Retirement Plan Corrections For Overpayments And Other Errors

The Internal Revenue Service ("IRS") recently released Revenue Procedure 2021-30 (the "Updated Procedure"), providing some new guidance regarding recoupment of overpaid benefit payments and other plan failures. ... READ MORE