Jun 8, 20231 min readIRS Confirms: “Insignificance” Still Matters Under EPCRS After Secure 2.0IRS Notice 2023-43 provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the Employee Plans Resolution...
May 30, 20231 min readGood News from the IRS (No Really!): IRS Issues Guidance on EPCRS After Secure 2.0The IRS has now issued Notice 2023-43 which provides interim guidance on its interpretation of the Secure Act 2.0’s changes to the...
May 2, 20231 min readSecure 2.0 Corrections - EPCRS/OverpaymentsThis webinar will focus on Secure 2.0 plan correction game-changers that significantly affect plan fiduciaries and participants alike. ...
Apr 13, 20234 min readLost in Translation: Applying the New EPCRS Rules under Secure 2.0In a tight labor market, a 401(k) plan (or other tax-favored retirement plan such as a 403(b) plan) is not really viewed as optional for...
Jul 15, 20211 min readThe IRS Giveth and the IRS Taketh Away…The IRS just announced significant improvements (with one important exception) to its popular EPCRS Program, generally effective as of...