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6 Tips for Getting Compliance Buy-In

Everyone agrees that benefits plan compliance is important… but how important is it to your decision makers? Because compliance isn’t something that receives lots of fanfare or is easily measured, getting team buy-in for compliance resources (that includes tools, time

Brooke Salazar, JD January 8, 2024
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IRS Extends Amendment Deadline for Recent New Laws

The IRS announced in Notice 2024-2 that the amendment deadline most qualified retirement plans, including 401(k) plans, for several recent pieces of federal legislation generally has been extended by up to one year. This comes on the heels of its

Peter Iverson, Esq. January 4, 2024
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IRS 2023 Required Amendments (RA) List Calls For No Changes

On November 8, 2023, the IRS released Notice 2023-79, its annual list of required amendments (“RA List”) for individually designed qualified retirement plans, including 401(k) plans. In good news for plan administrators, the RA List contains no provisions requiring amendments

Peter Iverson, Esq. December 19, 2023
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Long-Term, Part-Time Employee (LTPTE) Regulations Proposed by IRS

On November 27, 2023, the IRS released proposed regulations addressing the new rules for long-term, part-time employees (“LTPTEs”) under tax-qualified retirement plans, including 401(k) plans. The new rules were introduced as part of the Setting Every Community Up for Retirement

Peter Iverson, Esq. December 12, 2023
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