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The IRS has made the 2023 Cumulative List of Changes in Plan Qualification Requirements for Defined Contribution Qualified Pre-Approved Plans available. The new list, contained in Notice 2024-3, provides updated listings of required modifications and information packages for DC plans.
The 2023...
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An expert panel recently suggested that the U.S. retirement system is a success but also argued that we can still do better, writes John Iekel in MarketBeat.
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Tech Talk discusses the IRS position on discretionary matching contributions for Cycle 4 defined contribution plans.
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There have been significant changes to the IRS Pre-Approved Defined Contribution Plan Program, and two of the IRS officials involved in the thick of it recently provided a refresher on the program rules and recent developments.
Milo Atlas of the Retirement Plan Forms and Publications Office at...
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One provision in particular in the SECURE 2.0 Act is receiving the lion’s share of attention from retirement plan sponsors and participants. Section 110 allows student loan payments to be treated as elective deferrals for purposes of matching contributions.
Yet guidance on how it will happen is...
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Greetings fellow NTSA members, and Happy New Year! I wanted to send this note to welcome everyone to 2024 and get started on our new initiatives for this calendar year.
I am Toni Whaley, your NTSA President for 2024. It is my privilege and pleasure to serve and continue to move the needle forward...
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Washington—the state, not the city—is considering legislation that would establish a state-run retirement plan to cover those whose employers do not offer one.
If the legislation is enacted, the Evergreen State would join its Pacific Coast neighbors in providing such a plan. California was the...
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Rhode Island is on the road to possibly becoming a member of the Secure Choice Club. A bill has been introduced in the state’s House of Representatives that would establish a state-run retirement program that would cover those whose employers do not offer one.
Rep. Evan P. Shanley (D-East...
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Despite long being called the “third rail” of American politics, Social Security—or more precisely its viability—has reemerged as an issue in the 2024 presidential campaign, writes Nevin Adams in MarketBeat.
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Tech Talk discusses the application of the rules governing determination letter applications.
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Recent Comments
Does the roth requirement for catch-up contributions for people who earned $145,000 apply to 457...
Hi Ed,
I really liked this article and I think you make a lot of sense. And I had no...
I believe there's a misstatement in that last quote - it should refer to governmental and...
Working with several medical providers as clients, I note that the high-end earners tend to push...
Congratulations to NTSAA for landing a good one. Nathan's breadth of experience and...