Mary Beth’s Corner

Come take a deeper dive into the retirement plan sector subject matter and explore niche topics with our experts. 

What You Need to Know About SECURE 2.0

The House and Senate have passed the Consolidated Appropriations Act of 2023, which includes a grouping of retirement plan provisions better known as, “SECURE 2.0”.

On December 23, 2022, the bill was presented and signed into law by President Biden.

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The Year End Glee of RMDs

With 2023 rapidly approaching, it’s important to keep up with year-end IRS requirements and make the necessary communications around RMD rules for employees.

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Cybersecurity Within The Retirement Industry

When asked why he robbed banks, a well renowned bank robber by the name of Willie Sutton answered, “because that’s where the money is.” Today, instead of robbing physical banks, thieves have sharpened their skills and honed in to “where the money is” – your retirement plan.

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Saver’s Tax Credit

Most know that making eligible contributions to your IRA or employer-sponsored retirement plan may be tax deductible, but did you know that you may also be eligible for a tax credit?

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New Year, New Limits

The IRS has published the 2023 contribution limits reflecting cost-of-living adjustments from the past year.

Read below for a brief overview highlighting some of the key increases in limitations.

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Hurricane Ian Retirement Plan Relief

My Benefits is continuing to monitor news around Hurricane Ian and report retirement plan relief efforts as they’re announced.

It is our commitment to keep you informed and up to date on specific relief provisions declared by the IRS

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IRS vs. DOL – All About Audits

Only a few things can strike fear into the eyes of an employer like an audit notice. Despite the bitter chill that comes over when term audit is announced, an audit is just an official financial examination of employer accounts to ensure integrity within the plan.

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SIMPLE-ly Time To Upgrade?

SIMPLE plans are just that – simple! Let’s explore the SIMPLE plan design to see if your business owner clients need a retirement plan that can better meet their needs to align with company growth.

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