“Audit” is practically a four-letter word for plan sponsors, advisers and administrators. But an audit doesn’t have to be a bad thing.
A closer look at SECURE Act 2.0’s less-talked-about provisions
What you need to know about provisions that could have a significant impact on retirement plan compliance.
How to walk the line with pension overpayments
SBA principals Mary Shah and Mindy Zatto discuss ways to recoup pension overpayments that satisfy regulators and do not place burden on retirees, as well as how to prevent overpayments from happening.