Author Archives: jennifer long

One of the most common compliance issues that IRS agents find when they audit retirement plans is a plan sponsor’s failure to update…

After issuing a flurry of guidance in January and February regarding various SECURE 2.0 provisions, neither the Internal Revenue Service nor the U.S.…

On January 10, the IRS published proposed regulations. They provide guidance for retirement plans that allow participants who have attained at least a…

On January 14, for the first time since 2006, the U.S. Department of Labor (“DOL”) published a restatement of its Voluntary Fiduciary Correction…