New IRS Notice 2024-73 provides important clarity on long-term part-time (LTPT) employees' eligibility for participation in 403(b) plans. While 403(b) plans are subject to many of the same rules that ...
Each year, California enacts new laws that employers who do business in the state need to navigate. When in doubt, employers ...
Older high-income workers who make contributions beyond the standard amount will have to put that extra money into a Roth 401 ...
The landscape of retirement plan eligibility is shifting, and plan sponsors need to prepare for key compliance changes affecting long-term part-time (“LTPT”) employees. These new rules, mandated by ...
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