Jun 1, 2023 | 2025, Retirement Plan Law
The IRS and DOL are instructed to modify guidelines by 12/29/2024 to allow a defined contribution plan to consolidate certain required plan notices.Applicable plans: ERISA 401(k), and 403(b) plans
Have questions how this information applies to your situation?
Reach out us. We’re here to help.
We’d love to talk to you and your advisor about your retirement plan goals!