2024 Medical News Brief

On July 19, 2024, the IRS released the final regulations relating to required minimum distributions (RMDs) from the SECURE and SECURE 2.0 Acts. This article will discuss some of the changes provided by the final regulations.

As the year comes to a close, it’s the perfect time to ensure that your organization’s processes are in order, particularly in areas critical to retirement plan compliance and administration. Here, we highlight several key areas that demand attention and share the importance of these areas.

Covering the importance of Identity Protection PINs (IP PINs), how to obtain one, and how they assist your tax preparer.