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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 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met

Learn more about Section 312. Employer May Rely On Employee Certifying That Deemed Hardship Distribution Conditions Are Met 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.

SECURE 2.0 Act – Section 348.Cash Balance

Learn more about Section 348. Cash Balance of the SECURE 2.0 Act.

| 4.12.2023

2023 Plan Sponsor Newsletter – Issue 1

This e-newsletter provides us with an exciting way to communicate insightful articles, industry-specific news and developments within our firm. We are confident the articles and announcements included in our e-newsletter will become a valuable and respected source of information for you.

| 4.12.2023

Q1-23 - No Peaks, No Valleys: Sage Advice From My Father

Yields on short-term instruments are the highest they have been since 2005-2007, when you regularly saw your checking account yielding around 5%.

SECURE 2.0 Act – Section 304. Small Balance Force-Out Limit Increase

Learn more about Section 304. Small Balance Force-Out Limit Increase of the SECURE 2.0 Act.

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