Tag: Retirement Plan

Tax Code, Regulations and Guidance

New guidance answers questions for retirement plan sponsors

January 16, 2024

Via: JD Supra

In late December 2023, the Internal Revenue Service provided additional guidance in the form of questions and answers (“Q&As”) with respect to certain key qualified retirement plan provisions of the Consolidated Appropriations Act, 2023, known as the SECURE 2.0 Act […]

Business Law & Regulations, Finance

California Passes Legislation to Expand Retirement Plan Mandate

August 29, 2022


In 2016, California passed legislation stating that employers who do not sponsor an employee-retirement plan must participate in a state-run retirement program. This program became known as CalSavers. While there have been legal challenges to CalSavers, the program persists. CalSavers […]