Posts in “Secure 2.0”

New Rules for Emergency Distributions
New IRS guidance clarifies provisions of SECURE 2.0 allowing employees to access their funds in an emergency.

SECURE 2.0 Guidance Helps Plan Sponsors Clean the Slate
This IRS has issued Notice 2023-43 as regulators begin the job of issuing the guidance needed to implement the provisions of SECURE 2.0. This Notice makes it easier for plan sponsors to correct administrative errors–without the need for IRS filings or penalties. Mistakes Happen–So What to Do? Since 1991 the IRS has had a program […]