Secure 2.0 included several tax credits related to retirement plans. We wanted to let you know about two of those credits. Small Plan Startup Credit This credit has been around,…..
Author: Bethany Hulbert, CPC
Bethany has over 17 years experience working with retirement plans, focusing on defined contribution plans. She works with plan sponsors to design plans to meet their individual needs and assists them with the day to day maintenance of the plan including the annual compliance work and keeping the plan document up to date with current legislation.
Big Changes Are Coming to Form 5500 for 2023
Changes are coming to the Form 5500 for the 2023 plan year. These changes are part of the Form 5500 Modernization Initiative that was announced back in 2016. If you…..
CARES Act and Retirement Plans (What You Should Know)
The Coronavirus, Aid, Relief, and Economic Security (CARES) Act signed on March 27, 2020, contained several provisions related to eligible retirement plans. Some of the provisions are options such as the distribution and loan provisions while others are mandatory, namely the waiver of 2020 required minimum distributions. Learn more.
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