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The information and content contained in this blog are for general informational purposes only, and does not, and is not intended to, constitute legal advice. As always, for specific questions concerning your health or 401(k) plans, please consult your own ERISA attorney or professional advisor.
SECURE 2.0 Guidance Addresses Designated Roth Contributions
This is the second of two blogs on IRS Notice 2024-2. (Check out the first blog here!)This notice provided welcome guidance on a select number of provisions affecting 401(k) plans under the SECURE 2.0 Act (SECURE 2.0). Designated Roth Contributions
IRS SECURE 2.0 Act Guidance Addresses Auto-Enrollment, Other Topics
As we have previously reported, the IRS released Notice 2024-2 on December 20, 2023, providing welcome guidance on a select number of provisions affecting qualified retirement plans, including 401(k) plans, under the SECURE 2.0 Act (SECURE 2.0). Beginning with this
Form 5558 Electronic Filing Postponed
After a bit of rumor and speculation, the IRS has announced on its website that, due to administrative issues involving the EFAST2 system, IRS Form 5558 will not be able to be filed electronically until January 1, 2025. Previously, the
IRS Issues Guidance on Certain Secure 2.0 Act Provisions
On December 20, 2023, the IRS released Notice 2024-2 which provides welcome guidance on a number of provisions affecting qualified retirement plans, including 401(k) plans, under the SECURE 2.0 Act (SECURE 2.0). The Notice also generally extends the deadline for