Skip to Main Content. Skip to Search Results.

Filter by:
    "$100"
    Automotive Industries Pension Plan Receives $1.1 Billion Dollars

    December 5, 2023 | Publications

    The Automotive Industries Pension Plan (“Plan”), a Taft-Hartley multiemployer (union) pensio...

    display stock market charts
    ESOPs Encouraged but Do It Right! SECURE 2.0 ESOP Provisions and Expanded IRS Focus

    August 17, 2023 | Publications

    The SECURE 2.0 Act of 2022 (SECURE 2.0), which was passed as 2022 wound down, expands on the Setting...

    Multiple rows of filing cabinets in an office or medical establishment, overflowing with files.  Narrow depth of field to emphasize the "neverending" feeling
    New Rules Require Plans to ‘Chase Time’ – Coverage for Long-Term Part-Time Employees

    August 15, 2023 | Publications

    Certain 401(k) and 403(b) plans must be amended to allow part-time employees to participate under ne...

    Close up hands woman holding smartphone scan QR code for make online utility bill payment,contactless Internet banking  technology and money transfer
    Federal & State Tax Implications of Kentucky’s New Employee Child Care Assistance Partnership...

    August 3, 2023 | Blogs

    Governor Andy Beshear signed House Bill 499 into law in April 2022, thereby creating a new program c...

    A construction crane is lifting a dollar sign, with three additional dollar signs on the ground beside it.
    Construction Contractor Must Pay Subcontractors’ Union Fringe Benefit Fund Contributions Due to Su...

    May 24, 2023 | Publications

    A federal district court in Michigan recently held that a union road construction general contractor...

    Stacks of coins are overlaid with the image of a clock.
    Important Alert for 401(k) and 403(b) Plans that Do Not Allow Participants to Make Roth Contribution...

    May 1, 2023 | Blogs

    The recent comprehensive retirement plan legislation, often called SECURE 2.0, made an important cha...

    Magnifying glass and documents with analytics data lying on table,selective focusMagnifying glass and documents with analytics data lying on table,selective focus
    SECURE 2.0 Changes to Retirement Plan Corrections

    April 20, 2023 | Publications

    Our overview of Division T of the Consolidated Appropriations Act, titled “The SECURE 2.0 Act of 2...

    Little Pink Piggy Bank Pulling His Savings on a Skateboard
    Want to Use the Money in Your IRA for Loans or Certain Related Investments? Think Again

    March 22, 2023 | Blogs

    Many individuals have accumulated significant funds in their individual retirement accounts (IRAs), ...

    Sand running through the shape of hourglass on table with banknotes and coins of international currency. Time investment and retirement saving. Urgency countdown timer for business deadline concept
    IRS Proposes 401(k) Forfeiture Rules

    March 21, 2023 | Publications

    On February 27, the Internal Revenue Service (IRS) issued proposed regulations on when and how forfe...

    A calculator and a pen lie atop financial documents with numerical data.
    Relief for Reporting RMDs for IRAs in 2023

    March 16, 2023 | Blogs

    On March 7, 2023, the Internal Revenue Service (IRS) released Notice 2023-23, which provides guidanc...

    Enter a search term or select a content category to begin. Search term must include 2 or more characters.

    Insights (10)