CRS Creatives Blog

Recent lawsuits and new regulatory guidance are reshaping how 401(k) forfeiture funds can be used under ERISA. Here’s what plan sponsors need to know

For more than two decades, the retirement industry has undergone many changes, from new legislation and evolving plan designs, to shifting expectations in a digital world. Behind these changes [...]

SECURE 2.0 Act: Extra Catch-up Contributions

401(k) Forfeiture Lawsuits

On October 21, 2022 the IRS announced new contribution limits for tax-advantaged retirement plans.

New withdrawals provisions allowed because of Secure Act 2.0.

The complexity of managing and maintaining a retirement plan is well-known. It has led many business owners and plan sponsors to seek help from both bundled service providers and unbundled [...]

Explore details about the different tax credits available to start-up retirement plans.

Solo K plans and why a TPA is beneficial.

Cash Balance Plans and Taxes