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New Distribution Options to Encourage Savings

Jen Swets 12/11/23
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It’s About Time – Long Term, Part Time Employees – Part 2

Adam C. Pozek 11/27/23
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It’s About Time – Long Term, Part Time Employees – Part 1

Adam C. Pozek 11/27/23
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Grab Bag of RMD Changes

Sue Schnur 11/13/23
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Cash Out Limit is Movin' On Up

Carter Kimball 10/17/23
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Trust But Verify...But Not For Hardship Distributions

Haden McDonald 10/12/23
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The New Eligible Inadvertent Failure: A “Catch-Most” for Self-Correcting Plan Errors

Adam C. Pozek 07/13/23
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Automatic (Enrollment) for the People - Losing Your Discretion

Adam C. Pozek 02/6/23
Ever since creating the ACA, EACA, and QACA as part of the Pension Protection Act of 2006, Congress has acted like automatic enrollment is the greatest thing since sliced bread when it comes to improving workers’ retirement savings (never mind how ridiculous those acronyms sound, especially all together like that). They have continued down that ...
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Catch-Up Contributions: If It Ain’t Broke, Break It!

Adam C. Pozek 02/2/23
Adam C. Pozek | 02/02/23 Yeah, we know that’s not how the saying goes, but it appears Congress doesn’t.
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Roth, Roth and More Roth – as Far as the Eye Can See

Adam C. Pozek 01/31/23
Congress seems to be in a continual love fest with two retirement concepts – automatic enrollment and Roth contributions – and SECURE 2.0 (S2) continues the trend for both. I guess it’s not surprising. Automatic enrollment means more tax-deferred contributions (and, therefore, less tax revenue), whereas Roth contributions kick the tax can down the ...
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The views expressed in this blog are those of the authors and do not necessarily represent the views of any other person or organization. All content is provided for informational purposes only and is not intended to be tax or legal advice.