There are three immediate ways to take advantage of opportunities created by these changes for the 2020 tax year, and to mitigate the effect of potential tax hikes under the new administration

Many Defined Contribution retirement plan participants are uncertain as to benefits of allocating their contributions to traditional vs Roth options. This is for good reason. There are two key major determiners as to the benefit of contribution to Roth…

Under existing law multiple employer plans must be limited to employers that are in some way related, for example employers in the same industry.

One of the most important changes in the SECURE Act is removing a major stumbling block to offering annuities in 401(k) plans.

It may be advantageous for a plan sponsor to consider adopting a traditional safe harbor design for their retirement plan. Adopting a safe harbor retirement plan design permits an employer to essentially avoid discrimination testing (the testing is deemed met).

One of the most significant pieces of retirement legislation in recent history, the SECURE Act, draws from a wide-array of bipartisan bills and seeks to make it easier for businesses to offer retirement plans, and for individuals to save for retirement.

Retirement Reform in 2019 is Possible but Unlikely. Three Senators Delay Passage of the SECURE Act.

This webinar will be expertly guided by former practicing ERISA attorney, Tom Bastin. Tom will discuss The SECURE Act, the Retirement Security & Savings Act, ERISA Cyber Security and current litigation.