Insights

This edition offers new guidance on: Catch-up Contributions, Auto Enrollment, Affordable Care Act Reporting Changes and more. Read on.

This edition offers new guidance on LTPTEs, Secure 2.0 Act changes to W-2 reporting, final regulations on RMDs and more.

Plan sponsors should review the cost-of-living adjustments (COLAs) to determine what changes need to be communicated to employees.

This summer 2024 edition of Employee Benefit Plans Alert focuses on the following topics: Stock Repurchase Excise Tax, Form 5500 Changes for 2023 Plan Year Reporting and Guidance on New Exceptions to the 10% Additional Tax under Section 72(t).

Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for June 2024.

Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for January 2024.

Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for Winter 2023.

Plan sponsors should review the cost-of-living adjustments (COLAs) to determine what changes need to be communicated to employees.

The SECURE Act 2.0, signed by President Biden late last year, increased incentives to encourage small business owners to establish retirement plans, making changes to the start-up credit and adding the contribution credit.

The IRS released a proposed rule on the use and timing of forfeitures in retirement plans.