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Qualified Plans Provide For More Than Retirement Benefits—Introducing

Tax-favored retirement plans (qualified plans) have historically been designed to provide savings for retirement, and therefore have been focused on increasing savings and restricting withdrawals. ....

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IRS Issues Interim EPCRS Correction Guidance Under SECURE 2.0

Plan sponsors can make additional corrections via SCP, rather than VCP, while a “reasonable amount of time” to discover an error is defined as 18 months. ....

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Plan Sponsors Have Lots to Prep for SECURE 2.0 Compliance

Whether legislated changes take effect now or down the road, communication with recordkeepers and participants will be crucial. ....

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What Can Annuities Gain From Secure 2.0 Act?

The law offers some minor changes, but some sections do result in increased availability and flexibility for annuities. ....

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Relief From The One Bad Apple Rule Is Coming (But Not Without A Price) - Employee Benefits & Compensation

Multiple employer plans ("MEPs") have long struggled with the historic rule that provides that if a single plan sponsor in a MEP fails the plan qualification rules. ....

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