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Retirement Planning for Diverse Populations
Experts discuss why taking into account the diversity of participant populations is crucial in evaluating and designing a workplace plan.
Industry Asks IRS to Limit Automatic Features in Merged Plans
Specifically, commenters request that single-employer plans not required to have automatic features, should retain that status when joining a MEP...
IRS Notice Clarifies SECURE 2.0 Automatic Enrollment, Tax Credits, Other Features
The grab-bag notice also provided guidance on de minimis incentives, distributions for the terminally ill and Roth matching.