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Tag: Secure 2.0

Employer Newsletters

SECURE 2.0 Plan Amendments Are Due by Year-End

Qualified retirement plans must adopt written amendments for SECURE 2.0 changes by December 31, 2026. The deadline applies broadly, and…

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OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures

Employer Newsletters

OMB Poised to Review Proposed Rule on Paper Statements and E-disclosures

The regulatory follow-through on SECURE 2.0’s paper-statement mandate is now entering its next stage. The 2022 law includes provisions affecting…

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Employer Newsletters

IRS Issues Final Regs on Roth Mandatory Catch-ups for High Earners

The IRS has finalized regulations under SECURE 2.0 that will impact how certain participants save for retirement. Under this change,…

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Employer Newsletters

Guiding 60-Somethings Through the Final Stretch of Retirement Planning

Participants in their 60s are poised on the cusp of retirement, where every move can have big consequences. Plan sponsors…

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Employer Newsletters

IRS Issues Guidance on Withdrawals for Domestic Abuse Victims

In late June, the IRS issued a notice providing critical guidance on early withdrawal penalty exemptions under the SECURE 2.0…

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info@everhartadvisors.com

Columbus, Ohio

5200 Rings Road
Dublin, Ohio 43017

(614) 717-9705

Dayton, Ohio

8525 Gander Creek Drive
Miamisburg, Ohio 45342

(937) 260-4315

Fort Myers, Florida

12140 Carissa Commerce Court
Suite 104
Fort Myers, Florida 33966

(239) 482-8002
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