SECURE 2.0: Top-Heavy Testing Relief for “Otherwise Excludable” Employees
June 10, 2025 | 4-5 Minute Read SECURE 2.0 provides a new optional tool for sponsors of 401(k) and Profit Sharing plans in the annual Top-Heavy test by...
June 10, 2025 | 4-5 Minute Read SECURE 2.0 provides a new optional tool for sponsors of 401(k) and Profit Sharing plans in the annual Top-Heavy test by...
June 6, 2025 | 6-7 Minute Read One of the roadblocks many Americans face in saving adequately for retirement is not being able to defer earlier in their...
May 3, 2025 | 3-4 Minute Read As part of SECURE 2.0, the involuntary distribution threshold (also known as the force-out or mandatory cash-out limit) for retirement plans may...
During the month of December in 2024, Benefits² Administrators employees participated in the Light the World Giving Machine or contributed to a variety of charities.
Benefits² continues to support Chair the Hope in their efforts to give mobility to those around the world. 75 wheelchairs were distributed in Mexico starting
In September 2024, a Benefits² employee joined WHOlives with 20 other volunteers in Kenya to start and support local businesses to build water wells. While
Our offices will be closed December 24-26 and January 1.
We wish you and yours a warm and safe holiday season, Benefits² Administrators
