It seems like every few days we see and hear news about natural disasters impacting different areas of the United States.  Whether it’s a hurricane, flood, tornado, wildfire, mud slide or severe storm, almost everyone knows someone who has been impacted by these types of events.  While it is not possible to prevent these catastrophes…

Hopefully, everyone is now an expert on how to apply the “long term part-time employee” (“LTPT(s)”) provisions of the Setting Every Community Up for Retirement Enhancement (“SECURE”) Act which became effective at the beginning of this year. Unfortunately, it is now time to “adjust” that knowledge in anticipation of certain impending changes to the LTPT…

SECURE 2.0, as most people reading this article probably already know, was a sweeping piece of retirement plan legislation enacted on December 29, 2022. SECURE 2.0 implemented almost 100 different changes to the retirement plan landscape. However, this article is focused on one of the most impactful of such changes which is scheduled to first…