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Highlighting Our Top Five Blog Posts of the Year: SECURE 2.0 Insights
As the year draws to a close, we're reflecting on the key updates and insights that have shaped the landscape of retirement planning in...
Dec 28, 2023
1 min read
IRS Issues Proposed Regulations on Long-Term Part-Time Employee Rules
The SECURE Act in 2019 and SECURE 2.0 Act in 2022 expanded the availability of employer-sponsored retirement plans for long-term...
Dec 15, 2023
1 min read
The Long-Term Part-Time Rule and 403(b) Plans: Unintended Consequences or Intentional Transformation
One of the stated objectives of the SECURE 2.0 Act of 2022 (‘the Act”) is to expand the coverage of retirement plans and to increase...
Jul 13, 2023
3 min read
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