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IRS releases catch up Roth Guidance

The Internal Revenue Service (“IRS”) issued proposed regulations regarding the provisions of the SECURE 2.0 Act of 2022 (“SECURE 2.0”) that relate to catch-up contributions. The proposed regulations are for the requirement imposed by SECURE 2.0 tha...

Mariner makes a deal by

Mariner announced the acquisition of Cardinal Investment Advisors. Mariner’s advisory assets will grow to $550 billion in the first quarter of 2025. With offices in Chicago and St. Louis, Cardinal provides investment consulting services to insurance c...

Barring any tax law change, Roth catchups will be a thing in 2026

Starting in 2026, Highly Compensated Employees will have to make their Catch Up Contributions as af...

The DOL Lost and Found Database may finally eliminate that Social Security notice nonsense

We always tell plan sponsors to keep ERISA records for 7 years. In this day and age of scanning and...

Honeywell wins forfeiture case

There have been 25 cases where plan sponsors have been sued over their right to use forfeitures to ...

Again, stop with those Mega Back Door Roth articles

People like to read, and so do I. They also like to read articles and find out information, especia...

Voya completes One America deal

In a further consolidation of the retirement plan business, Voya Financial, Inc. announced that it ...

Walgreens Announces Student Match Program

Walgreens, one of the largest retail pharmacy and healthcare providers, announced the launch of the...

DOL Launches Lost and Found Database

The Department of Labor’s Employee Benefits Security Administration (EBSA) launched the public Re...

Need to be vigilant on keeping those 401(k) deferrals

With a new administration in the White House, tax legislation will certainly be on the plate. As we...