24.25 / SECURE 2.0 Act Plan Amendment – Roth Catch-Up Contributions (For our clients)

SECURE 2.0 ACT PLAN AMENDMENT – ROTH CATCH-UP CONTRIBUTIONS As you are aware, Section 603 of the SECURE 2.0 Act of 2022 provided new rules for Roth and catch-up contributions effective for plan years after December 31, 2023. However, on August 25, 2023, the Internal Revenue Service (“IRS”) issued Notice 2023-62 (“Notice”) that extended the…

05.24 / 2025 retirement plan contribution limits

2025 Funding Limitations and Safe Harbor Notice 2025 Funding Limitations and Safe Harbor Notice Action Items Deadlines Contact Us THIS EMAIL IS INTENDED FOR ONLY U.S.-QUALIFIED PLANS. THIS IS NOT APPLICABLE FOR PLANS QUALIFIED ONLY IN PUERTO RICO. Dear Client/Partner, As our valued client, Pension Services, Inc. always strives to provide you with the best…

01.14 / Financial Advisors Need To Value The Art Of Retirement Plan Design

The Art of Retirement Plan Design: Why a Good TPA Matters Back around 35 years ago, beer in this country was considered a mass-produced, mass-marketed business offering very low-quality, light lagers. Beer was less of an alcoholic beverage and more of a slogan that was less filling or tasted great (while making Rodney Dangerfield a…