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Posts tagged PEP
Special Rules for Special Plans-How SECURE 2.0 Impacts 403(b) Plans, MEPs and ESOPs
Special Rules for Special Plans-How SECURE 2.0 Impacts 403(b) Plans, MEPs and ESOPs

SECURE 2.0’s general changes apply to 403(b) plans, MEPs and ESOPs. However, there are also specific provisions targeted at these specialized plans and intended to solve their unique problems.

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SECURE 2.0, Qualified Retirement Plan, SECURE ActCarol BuckmannSECURE Act, ESOP, MEP, PEP, 403(b)