Featured Insights
Jackie Stutzman
Attention Needed: Roth Catch-up Contributions with SECURE Act 2.0
Jackie Stutzman
The SECURE Act 2.0 includes a new provision that goes into effect January 1st, 2024 and affects catch-up contributions for some participants.
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Consider a Safe Harbor Plan – Deadline Approaching
Jackie Stutzman
If you oversee a retirement plan this is a great time of year to consider becoming a Safe Harbor plan.
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