secureact — Insights — Cohen & Buckmann, P.C.

Cohen & Buckmann, P.C.

INSIGHTS

Posts tagged secureact

Mandatory Auto-Enrollment is Coming for Some Plans-What to Know

Mandatory Auto-Enrollment is Coming for Some Plans-What to Know

Most new plans will be required to have auto-enrollment and auto-escalation beginning in 2025. The “grab bag” guidance in Notice 2024-02 addresses how this requirement will be applied to mergers and spinoffs, but leaves other basic questions unanswered.

SECURE 2.0, Qualified Retirement Plan, SECURE ActCarol BuckmannJanuary 7, 2024secure2.0, secureact, auto-enrollment, auto-escalation

Cohen & Buckmann's Guide to SECURE 2.0

Cohen & Buckmann's Guide to SECURE 2.0

Here is a reference guide on the most comprehensive pension reform legislation since the Pension Protection Act of 2006.

SECURE 2.0, Qualified Retirement PlanCarol BuckmannFebruary 23, 2023secureact, compliance, pensionreform

How SECURE 2.0 Helps Employees Save for Non-Retirement Needs

How SECURE 2.0 Helps Employees Save for Non-Retirement Needs

SECURE 2.0 gives plan sponsors new tools to help participants with emergency needs and student debt.

Qualified Retirement Plan, SECURE 2.0, SECURE ActBen JosselsohnFebruary 9, 2023secureact, secure2.0, energency accounts, studentdebt, 401k