This newsletter provides updates employers should be aware of heading into 2024, including an outline of the updated 2024 retirement and welfare plan limits, instructions related to the “gag order” attestation requirements...more
11/16/2023
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403(b) Plans ,
Benefit Plan Sponsors ,
Centers for Medicare & Medicaid Services (CMS) ,
Data Privacy ,
Department of Labor (DOL) ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Employees ,
Fiduciary ,
Fiduciary Rule ,
Gag Clauses ,
Health and Welfare Plans ,
Health Insurance Portability and Accountability Act (HIPAA) ,
Health Plan Sponsors ,
Investment Adviser ,
Popular ,
Retirement Plan ,
Securities and Exchange Commission (SEC)
The Setting Every Community Up for Retirement Enhancement 2.0 Act of 2022 (SECURE 2.0) was enacted in December 2022 as part of the year-end omnibus spending bill. Even though several provisions were effective in 2023, the...more
8/23/2023
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Benefit Plan Sponsors ,
Employee Benefits ,
Employee Retention ,
Individual Retirement Account (IRA) ,
IRS ,
Required Minimum Distributions ,
Retirement ,
Retirement Funds ,
Retirement Plan ,
Retirement Plan Providers ,
SECURE Act