SECURE Act
SECURE 2.0 Guidance Helps Plan Sponsors Clean the Slate
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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 […] Read more »
SECURE Act Passed–Ensuring Much Activity and Some Change
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The SECURE Act, signed by President Trump, contains a potpourri of provisions encouraging plan formation, use of annuities and adoption of safe harbor designs. Read more »