Types: Topics:

Retirement Plans

IRS Strategic Focus Area: Small Exempt Organizations that Sponsor Retirement Plans

As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are…

Understanding Secure 2.0, and how it Affects Plan Sponsors

SECURE 2.0—so-called because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—is legislation designed to…