Lyndsey Barnett

Bricker Graydon LLP

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Latest Posts › SECURE Act

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Why Time is of the Essence More than Ever in Correcting Retirement Plan Errors

Errors in retirement plans happen even to the most well-intentioned plan sponsors. Several decades ago, the IRS published the first version of the Employee Plans Compliance Resolution Program (EPCRS), which outlines...more

8/16/2023 / Audits , Benefit Plan Sponsors , Employee Benefits , EPCRS , Internal Revenue Code (IRC) , IRS , Retirement Plan , SECURE Act , Self-Correction Programs , Voluntary Correction Program

Save Trees, Grow Retirement Plans

SECURE 2.0 has changed the game again by now allowing employers to save time and money by eliminating certain notices to be sent to unenrolled employees. In the past sponsors were required to send voluminous documents...more

7/3/2023 / Benefit Plan Sponsors , Employee Benefits , Employee Retirement Income Security Act (ERISA) , IRS , Notice Requirements , Relief Measures , Retirement Plan , SECURE Act

New Optional In-Service Withdrawal Right for Domestic Abuse Victims

The next installment of our updates on SECURE 2.0 is on another new in-service withdrawal option. SECURE 2.0 allows plan sponsors of defined contribution plans to amend their plans to allow plan participants who are victims...more

6/30/2023 / Benefit Plan Sponsors , Defined Contribution Plans , Domestic Violence , Employee Benefits , Pension Plan Amendments , Plan Documents , Retirement Plan , Retirement Plan Providers , SECURE Act , Voluntary Withdrawal

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