July 2023
SECURE 2.0 Auto Enrollment
Let’s talk about one of my favorite topics, auto enrollment. Auto enrollment has been around since 1998 (Revenue Ruling 98-30) but has only been widely[...]
SECURE 2.0 STUDENT LOAN DEBT
So, we all know that SECURE 2.0 contained a TON of updates relating to retirement plans (92 to be exact). I will spend a few blog[...]
SECURE 2.0 SELF CERTIFICATION OF HARDSHIPS
Let’s continue talking about the provision in SECURE 2.0 that will truly affect our plan sponsors and the changes they might consider relating to their[...]