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What SECURE Act 2.0 changes mean for your 401(k) plan audit in 2025

What SECURE Act 2.0 changes mean for your 401(k) plan audit in 2025

by cpaadmin | Mar 15, 2025 | Regulations & Policies, SECURE Act

The big SECURE Act 2.0 changes mandated for 401(k) plans are still rolling out—and 2025 is no exception. So, with new rules around auto-enrollment, catch-up contributions, and long-term part-time employee eligibility, as a plan sponsor, you’ll need to be prepared to...
Effective 1-1-24: New treatment of LTPT employees mandated by IRS

Effective 1-1-24: New treatment of LTPT employees mandated by IRS

by cpaadmin | Dec 15, 2023 | 401k Compliance, Employee Addition, Plan Sponsors, Record Retention, Regulations & Policies, SECURE Act

It’s official! The IRS (finally!) released guidance on the new treatment of LTPT employees (long-term part-time) vis-a-vis your 401(k) plan. And not a moment too soon! Changes are effective 1-1-24. Here’s what you need to know to treat LTPT employees properly in the...
What the SECURE Act Means for Your Business in 2021

What the SECURE Act Means for Your Business in 2021

by cpaadmin | Jan 15, 2021 | Audit Procedures, SECURE Act

Happy 2021!  Like everyone else, we are thrilled to welcome in a new year. Just like last year, we’ll be sharing helpful tips and insights each month to keep your retirement plan administration compliant and on track. Back in November, we wrote about our top 7...

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