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Article
The SECURE 2.0 Act of 2022: Qualified plan corrections, compliance, and changes to EPCRS
13 February 2023 - by Julie Isom
We itemize changes for plan sponsors as a result of SECURE 2.0, including plan compliance inconsistencies and omissions in prior laws and regulations.
Article
Compensation consternation?
26 January 2023 - by Julie Isom
This article will discuss plan compensation and the importance of following the definition in the plan document to avoid operational failures.
Article
Missed deferral misery
26 January 2023 - by Julie Isom
Missed deferral opportunities (MDOs) can cause misery for the plan sponsor.