Revised 401(k) Eligibility Criteria for Long-Term Part-Time Employees
The SECURE 2.0 Act expands 401(k) plan eligibility for Long-Term Part-Time (LTPT) employees.
Nov 30, 2023
On December 29, 2022, President Biden signed into law the SECURE 2.0 Act of 2022 (SECURE 2.0). This Act expands the eligibility provisions of 401(k) plans for Long-Term Part-Time (LTPT) employees...
Read moreDC Provisions of the Secure Act
Jan 14, 2020
On December 19th, President Trump signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law. This act aims to bolster retirement security with numerous provisions....
Read moreYour Recordkeeping Responsibility for Hardship Withdrawals and Participant Loans
See which records you are responsible for maintaining in the event of hardship withdrawals and participant loans taken from your retirement plan.
Apr 20, 2015
Every year at this time, I take my shoe-box full of receipts, statements and W-2 forms to my accountant’s office so he can prepare my tax returns. And, every year after...
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