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Featured Insights

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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