SECURE Act 2.0: Higher Catch-Up Contributions

7 months ago

The SECURE 2.0 Act of 2022 introduced several updates to retirement savings plans, including a new provision (Section 109) that…

Retirement Plan Changes for Part-Time Employees

7 months ago

The SECURE 2.0 Act of 2022 has introduced important changes to retirement plans, particularly for long-term part-time (LTPT) employees. These…

Financial Metrics – Navigating the Numbers

8 months ago

It’s easy for business owners and executives to get caught up in the daily tasks of running a company. The…

Retirement Plan Issue Resolution: Know Your Options

8 months ago

Managing an employer-sponsored retirement plan can be a challenging task, especially for small companies. No shortage of regulations must be…

IRS Releases Final Regulations for Inherited IRA RMDs

8 months ago

Last month, The IRS finalized regulations via TD 10001 for the Setting Every Community Up for Retirement (SECURE) Act, which…

OMB Updates the Uniform Guidance

8 months ago

The Office of Management and Budget (OMB) has recently revised the Uniform Guidance, a set of rules governing how federal…

Final Regulations Issued on Digital Asset Reporting

9 months ago

Digital assets, including cryptocurrencies like Bitcoin and Ethereum, have become significant players in the global economy. As their use has…

Updated Guidance on Emergency Plan Distributions

9 months ago

Individuals facing emergency personal expenses or domestic abuse can now access retirement plan savings without the 10% penalty for early…

New Scams Prey on Corporate Transparency Act Reporting

10 months ago

The Corporate Transparency Act was passed in 2021 and became effective on January 1, 2024. The legislation aims to increase…

Georgia Manufacturing Investment Tax Credit

10 months ago

The Georgia Manufacturing Investment Tax Credit is a financial incentive aimed at supporting businesses in the manufacturing and telecommunications sectors.…