IRS Guidance on Roth Catch-Up Requirements

IRS Guidance on Roth Catch-Up Requirements

The SECURE Act 2.0 which was passed in late 2022 called for significant changes to retirement plan access, eligibility, and saving opportunities for workers. Building upon the changes implemented in the original SECURE Act of 2019, the legislation calls for sweeping...
DOL Announces 2023 Form 5500 & Other Updates

DOL Announces 2023 Form 5500 & Other Updates

Earlier this month, the Department of Labor (DOL) issued several updates that not only impact IRS Form 5500 but call for several reporting changes.  While an annual exercise, many of this year’s updates were made to comply with the provisions outlined in the SECURE...
Exercise Caution When Claiming the ERTC

Exercise Caution When Claiming the ERTC

The Employee Retention Tax Credit (ERTC) is the only COVID-19-era tax incentive that Denver organizations can still claim. The federal tax credit provides eligible employers with a refundable tax credit for retaining employees during the uncertainty of the pandemic....