By now, you have likely heard of the new law called SECURE 2.0. It was passed at the end of 2022 as part of the big omnibus spending bill and contains numerous provisions relating to qualified retirement plans and IRAs. It is a follow-up of sorts to ...
January
20
2023
SECURE 2.0: Lots (and Lots) of New Retirement Plan Rules
Posted by David J. Kupstas, FSA, EA, MSEA
in 401(k), Retirement, Financial Planning, defined benefit, pbgc, secure act, SIMPLE, IRA, SEP, Roth, SECURE 2.0
with No Comments
November
21
2022
A Guide to SIMPLE IRAs and 401(k)s for TPAs
Posted by David J. Kupstas, FSA, EA, MSEA
in 401(k), Retirement, Financial Planning, Third Party Administration, TPA, SIMPLE, IRA, SEP, Roth
with No Comments
Note: The SECURE 2.0 Act of 2022 made several changes to the rules related to SIMPLEs. Accordingly, some of the information in this article may be outdated. In the retirement plan world, SIMPLE stands for Savings Incentive Match PLan for Employees. T...