
Compliance
Compliance
Compliance
Small Businesses and SECURE 2.0: Exemptions and Tax Credits
SECURE 2.0 offers tax credits to create plans, as well as to join existing PEPs and MEPs.
IRS Adds Year to Closed DB Plan Nondiscrimination Relief
The IRS still anticipates issuing final regulations on closed DB plan nondiscrimination rules.
IRS Extends Closed DB Plan Nondiscrimination Relief Through 2019
The new extension makes nondiscrimination relief available for plan years beginning before 2020, if the conditions of Notice 2014-5 are satisfied.

Editor’s Letter
Rethinking Savings Goals
Considering participants who want to save the maximum to their 401(k)