OMNI/TSACG General Release - SECURE Act 2.0 Update #2
We provided all clients with an update regarding SECURE Act 2.0.
Click here to view the PDF of the General Release.
OMNI/TSACG General Release - SECURE Act 2.0 Update
We provided all clients with an overview of IRS Notice 2023-62 regarding SECURE Act 2.0.
Click here to view the PDF of the General Release.
IRS Notice 2023-62
On Friday, August 25, 2023, the IRS released Notice 2023-62, which extends to 2026 the Roth provision for age 50 catch-up contributions made by higher-income participants.
Click here to view the PDF of Notice 2023-62.
Link to IRS site: IRS Notice
OMNI/TSACG General Release - SECURE Act 2.0
We provided all clients with an overview of the pertinent aspects of SECURE Act 2.0.
Click here to view the PDF of the General Release.
OMNI/TSACG General Release - Contribution Limits for 2023
The IRS has released the contribution limit information for 2023.
Click here to view the PDF of the General Release, or visit our Contribution Guidelines page located here.
OMNI/TSACG General Release - Contribution Limits for 2022
The IRS has released the contribution limit information for 2022.
Click here to view the PDF of the General Release, or visit our Contribution Guidelines page located here.
TSACG General Release - Contribution Limits for 2021
The IRS has released the contribution limit information for 2021.
Click here to view the PDF of the General Release, or visit our Contribution Guidelines page located here.
TSACG General Release - Contribution Limits for 2020
The IRS has released the contribution limit information for 2020.
Click here to view the PDF of the General Release, or visit our Contribution Guidelines page located here.
TSACG General Release - Online Distribution System Now Available
Our Online Distribution System is now available for clients and/or representatives to process transactions in minutes.
Click here to view the PDF of the General Release.
TSACG General Release - 403(b) Regulatory Changes Overview
The purpose of this General Release is to update all clients on the latest IRS information concerning regulatory changes resulting from the passage of the Tax Cuts and Jobs Act (TCJA).
Click here to view the PDF of the General Release
TSACG General Release - IRS Audit and Coordination by TSACG
TSACG has released a best practice approach regarding IRS Audit and Coordination by TSACG.
Click here to view the PDF of this General Release