R. Scott Posted August 10, 2023 Posted August 10, 2023 With the various new optional and required changes taking effect January 1, 2024, how are other TPA firms preparing for this? More specifically, are you reaching out to every client and telling them about the changes coming and discussing with them each individually about amending their plans to accommodate the changes (Roth catch up contribs, LTPT employees, etc)? Trying to develop a plan for our firm and would GREATLY appreciate others sharing what their firm's strategy is on this. Thank you so much!
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