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    SECURE 2.0 Changes to Retirement Plan Corrections

    April 20, 2023 | Publications

    Our overview of Division T of the Consolidated Appropriations Act, titled โ€œThe SECURE 2.0 Act of 2...

    IRS Extends Deadlines for Plan Restatements

    April 30, 2020 | Blogs

    Due to the coronavirus pandemic, the Internal Revenue Service extended the restatement deadlines for...

    Doctors Medical Technology
    Un-retired: Solutions to Healthcare Worker Shortage

    March 18, 2020 | Coronavirus Response Team

    While many employers are closing their doors to stem the spread of the COVID-19 virus, other employe...

    IRS Tax forms
    Get your 403(b) plan right with the IRS by March 31, 2020

    November 12, 2019 | Publications

    Plans subject to Section 403(b) of the Internal Revenue Code (403(b) plans) are currently in a โ€œre...

    IRS Issues Updated Eligible Rollover Distribution Notices – Plans Should Begin Using Immediate...

    January 10, 2019 | Publications

    Most retirement plans (including profit sharing, 401(k), and 403(b) plans) are required to provide p...

    Lighthouse Under Milky Way Stars
    IRS Permits Use of Forfeitures to Fund Safe-Harbor Contributions, QNECs and QMACs

    December 15, 2017 | Publications

    The IRS has reversed its unfavorable rule that prohibited the use of forfeitures to fund safe-harb...

    Supreme Court rules that pension plans of church-related hospitals may be church plans exempt from E...

    July 31, 2017 | Blogs

    Unanimous decision turns on reading of the language of the statute.

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    Supreme Court rules that pension plans of church-related hospitals may be church plans exempt from E...

    July 31, 2017 | Publications

    In recent years, hospitals have been sued by their employees and former employees challenging the ho...

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