What to Know About Adding Collective Investment Trusts to 401(k)s
Thinking of adding a Collective Investment Trust to your company’s 401(k) plan? Learn about their advantages and drawback to ...
Retirement Plans
SECURE Act 2.0 of 2022: A Round-Up of New Retirement Plan Provisions
On December 29, 2022, President Joe Biden signed the $1.65 trillion omnibus spending bill, officially called the Consolidated Appropriations Act of 2023,1 into law.
New IRS Requirements for 401(k) Plan Discretionary Matching Contributions
Every six years, the Internal Revenue Service (IRS) requires most retirement plans to update their plan documents to comply with ...