Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Bates & Company, Inc.
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Compass
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Regional Vice President of Sales The Retirement Plan Company
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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American Benefits Council Letter to Treasury Immediate Guidance Needs Under SECURE 2.0
American Benefits Council [Opinion] Feb. 8, 2023 14 pages. "[1] Increase in RMD age ... [2] Roth employer matching or nonelective contributions ... [3] Expanding automatic enrollment ... [4] Catch-up contributions required to be Roth ... [5] Enhancement of start-up credit ... [6] QLAC reforms ... [7] SEP and SIMPLE Roth IRAs ... [8] Cash balance plan projections ... [9] Recovery of retirement plan overpayments ... [10] Self-correction of inadvertent plan and IRA failures ... [11] Eliminating the incentive not to partially annuitize ... [12] Expansion of IRA charitable distribution rule ... [13] Exception to 10% additional tax for terminally ill individuals." |
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