ERISA Connection: New Catch-Up Contributions for Ages 60-63 Starting in 2025
Definiti's ERISA Connection article covers new catch-up contribution limits for plan participants age 60-63, starting in 2025.
ERISA Connection: Preparing Plans for Auto-Enrollment
Definiti will begin preparing notices and required amendments for plans that need to add automatic enrollment, effective January 1, 2025. Learn more in this ERISA Connection.
Participant Count Changes
For the 2023 Plan Year, the methodology for counting participants has changed. Employees are counted as “participants” if they have an account balance at the end of the Plan Year.
ERISA Connection: IRS Issues “Grab-Bag” of Guidance for SECURE 2.0
In this ERISA Connection article for retirement plan sponsors and their financial advisors, you'll find information about the delayed amendment deadline and mandatory automatic enrollment for CODAs.
ERISA Connection: Matching Contributions for Student Loans, and Private Equity in 401(k) Plans
We discuss two topics in this ERISA Connection: matching contributions for student loans and selecting private equity Investments for 401(k)s.
ERISA Connection: Pilot Program Gives Plans 90 Days to Make Corrections
The IRS announced a new program to allow employers to conduct a self-audit of their retirement plan before a scheduled examination by the IRS.
ERISA Connection: At Long Last, SECURE 2.0 Act Is Here
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
ERISA Connection: Proposed Regulations on Required Minimum Distributions
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
ERISA Connection: Cycle 3 Restatements + Interim Amendments
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
ERISA Connection: How “Limited-Scope” Audits are Changing
The SECURE Act changed the longstanding rule that permitted 401(k) plans to exclude long-term part-time employees.
