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401(K): What Do I Need To Know About SECURE 2.0? Overview Of Significant Provisions, Part III

As we have previously reported, Congress passed the SECURE 2.0 Act of 2022 (“SECURE 2.0”), a vast collection of retirement-related provisions having a profound effect on 401(k) plans, as part of the larger Consolidated Appropriations Act, 2023 (“CAA”) in late December

Peter Iverson, Esq. April 10, 2023
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401(K) Current Events: Presidential Veto Thwarts Congressional Attempt To Nix DOL Rule On ESG Investments

As we reported in our recent blog entitled “DOL Issues Final Regulations on Prudence and Loyalty in Selecting 401(k) Plan Investments – ESG Funds Get a Thumbs Up”, on November 22, 2022, the U. S. Department of Labor (DOL) issued

Peter Iverson, Esq. March 27, 2023
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401(K): What Do I Need To Know About SECURE 2.0? Overview Of Significant Provisions, Part II

As we have previously reported, Congress passed the SECURE 2.0 Act of 2022 (“SECURE 2.0”), a vast collection of retirement-related provisions having a profound effect on 401(k) plans, as part of the larger Consolidated Appropriations Act, 2023 (“CAA”) in late December

Peter Iverson, Esq. March 24, 2023
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IRS Announces 2024 Shared Responsibility Penalties under the Affordable Care Act

The IRS has announced an increase in the annual shared responsibility penalty amounts for calendar year 2024.  These are the penalties that an applicable large employer can be assessed under the ACA if a full-time employee enrolls for subsidized coverage

Peter Iverson, Esq. March 21, 2023
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