The amendment deadline for IRAs, SEP arrangements, and SIMPLE IRA plans is now December 31, 2027, reflecting the scope of the ...

A Savings Incentive Match Plan for Employees (SIMPLE) IRA is a retirement plan specifically designed for self-employed individuals and small businesses with 100 employees or fewer. It's a more ...

The IRS extended the deadline for SECURE 2.0 related amendments to IRAs, SEPs, and SIMPLE IRAs to Dec. 31, 2027, saying that additional time is needed to complete model language.

If the deadline to amend an IRA under SECURE 2.0 applies to you or your clients, you can breathe a little easier — the IRS has just given you more time.

If the deadline to amend an individual retirement arrangement under the SECURE 2.0 Act applies to you or your clients, you can breathe a little easier.

The SECURE Act 2.0 now allows an employer to terminate a SIMPLE IRA and replace it with a safe harbor 401(k) mid-year. When circumstances change, the law no longer require the employer to wait until ...

The IRS issued a notice extending the deadline for making certain amendments to IRAs, SEP arrangements and SIMPLE IRA plans ...

The match amount is calculated as if the employee contributed their loan amount to the plan even if they did not make any elective contributions. The IRS has issued interim guidance for a new ...

It’s no secret that employer-sponsored retirement plans help businesses attract and retain workers. However, finding affordable 401(k) management companies is challenging. The top retirement plan ...

If you withdraw funds from your SIMPLE IRA before reaching the age of 59 1/2, you will incur an extra tax of 10 percent on the taxable amount unless you meet the criteria for an exemption. In certain ...