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IRS Extends Roth Catch-Up Contribution Effective Date

Learn more about IRS Notice 2023-62 and the new Roth catch-up contribution effective date.

| 7.13.2023

Q2-23 - Just Like the 4th of July Stocks Closed Out the 1st Half of the Year with Fireworks

As we head into the second half of the year, the looming question is whether the U.S. economy and the stock market can continue to outrun the bearish sentiment and daily deluge of economic indicators that suggest a slow down not only is likely, but imminent.

| 7.3.2023

July 2023 Newsletter: SDRS Newsletter – Building a Bright Retirement Future

Clear, achievable, and meaningful goals can lay the foundation for success. Vague aspirations may have limited worth without a well-defined plan. Depending solely on past performance or arbitrary investment rules may carry risks when striving to achieve your financial goals.

How Safe Are Your 401(k) Assets?

Learn how the Employment Retirement Income Security Act provides protection for employer retirement plan participants.

SECURE 2.0 Act – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions

Learn more about – Section 334. Long-term Care Contracts Purchased with Retirement Plan Distributions of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 314. Penalty-Free Withdrawal From Retirement Plans for Individual Case of Domestic Abuse

Learn more about Section 314. Penalty-Free Withdrawal From Retirement Plans for Individual Case of Domestic Abuse of the Secure 2.0 Act.

SECURE 2.0 Act – Section 333. Elimination of Additional Tax on Corrective Distributions of Excess Contributions

Learn more about Section 333. Elimination of Additional Tax on Corrective Distributions of Excess Contributions of the SECURE 2.0 Act.

SECURE 2.0 Act – Section 332. Employers Allowed to Replace SIMPLE IRA Plan with Certain 401(k) Plans

Learn more about Section 332. Employers Allowed to Replace SIMPLE IRA Plan with Certain 401(k) Plans of the Secure 2.0 Act.

SECURE 2.0 Act – Sections 340 and 341. Defined Contribution Plan Fee Disclosure Improvements and Consolidation of Defined Contribution Plan Notices

Learn more about Sections 340 and 341. Defined Contribution Plan Fee Disclosure Improvements and Consolidation of Defined Contribution Plan Notices of the SECURE 2.0 Act

SECURE 2.0 Act – Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants

Learn more about Section 320. Eliminating Unnecessary Plan Requirements Related to Unenrolled Participants of the SECURE 2.0 Act.

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