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Retirement plan changes for long-term, part-time employees

Retirement plan changes for long-term, part-time employees

SECURE 2.0 changes the rules for how long-term, part-time employees are treated for purposes of 401(k) and 403(b) retirement plans.
Schedules K-2 and K-3 draft instructions for tax year 2022

Schedules K-2 and K-3 draft instructions for tax year 2022

Pass-through entities and partners alike should understand the compliance changes associated with the IRS's recent release of updated draft Schedules K-2 and K-3.
Avoid these common pitfalls when establishing a retirement plan

Avoid these common pitfalls when establishing a retirement plan

When establishing a retirement plan, be sure to avoid common missteps when setting up your company’s retirement plan.