TBC Information Network

Teal, Becker & Chiaramonte offering valuable insights, impressions and commentary on today's financial and business world.

Year-End Plan Amendments: What Advisors Need to Know Before December 31

The IRS recently clarified the deadline for adopting plan amendments implementing SECURE and SECURE 2.0 Acts. Although the bulletin generally gives plan sponsors additional time to adopt required amendments under the acts, the deadline remains December 31, 2026, for most private-sector retirement plans to adopt written amendments reflecting discretionary changes under the SECURE Act and… [keep reading…]

Subscribe