Jeffrey M. Holdvogt

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Articles

Key Priorities and Strategic Insights

1 month ago | employeebenefitsblog.com | Michael W. Peregrine |Jeffrey M. Holdvogt

Governing Health Podcast | 2025 Executive Compensation Committee: Key Priorities and Strategic Insights This special quarterly series of the Governing Health podcast with SullivanCotter highlights developments in and offers support to the board’s executive compensation committee as they navigate a range of complex operational, technical, and strategic challenges.
Internal Revenue Service 2025 Cost-of-Living Adjustments for Bene

Nov 4, 2024 | natlawreview.com | Jeffrey M. Holdvogt

Skip to main content November 04, 2024 Volume XIV, Number 309 Legal Analysis. Expertly Written. Quickly Found.
Back-to-School Special: IRS Offers Insight Into Matching Qualified Student Loan Payments

Oct 11, 2024 | natlawreview.com | Jeffrey M. Holdvogt

On August 19, 2024, the Internal Revenue Service (IRS) issued Notice 2024-63 (the Notice), providing guidance regarding the implementation of Section 110 of the SECURE 2.0 Act of 2022 (SECURE 2.0), which permits employers with a 401(k) plan or 403(b) plan to provide matching contributions to employees based on employee student loan payments.
A Q&A and More Delay: IRS Begins to Issue Clarifying Guidance on SECURE 2.0 Provisions

Apr 4, 2024 | natlawreview.com | Jeffrey M. Holdvogt

In late December 2023, the Internal Revenue Service (IRS) issued Notice 2024-2 (the Notice), providing guidance on key provisions of the SECURE 2.0 Act of 2022 (SECURE 2.0). SECURE 2.0, which was passed in December 2022, includes more than 90 provisions affecting US retirement plans, many of which are specifically aimed at enhancing savings opportunities for workers. The Notice provides guidance on many of the provisions of SECURE 2.0 in the form of questions and answers.
IRS Announces 2024 Employee Benefit Plan Limits

Nov 1, 2023 | natlawreview.com | Jeffrey M. Holdvogt

Skip to main contentNovember 01, 2023Volume XIII, Number 305Legal Analysis. Expertly Written. Quickly Found. Trending NewsIRS Announces 2024 Employee Benefit Plan Limits PrintMailDownloadiThe Internal Revenue Service (IRS) recently announced the cost-of-living adjustments to the applicable dollar limits for various employer-sponsored retirement and welfare plans for 2024. Certain health and welfare plan limits have not yet been released. This article will be updated when those limits are announced.
At Long Last, IRS Determination Letter Program Is Open for 403(b) Plans

Nov 1, 2023 | employeebenefitsblog.com | Todd Solomon |Jeffrey M. Holdvogt

The Internal Revenue Service (IRS) recently opened a new determination letter approval program for 403(b) retirement plans—commonly used by nonprofit organizations—which allows sponsors of certain individually designed plans to apply for a favorable determination letter. Long available to 401(k) retirement plan sponsors, determination letters can provide sponsors with advance assurance from the IRS that plans are compliant with the Internal Revenue Code.
Privacy Tip #377 – China’s Threat to US: Watch 60 Minutes with the Five Eyes

Oct 27, 2023 | natlawreview.com | Thomas Walker |Todd Solomon |Jeffrey M. Holdvogt |Aaron Vance

If you didn’t get to watch “60 Minutes” on Sunday and see the “Five Eyes” warn us all about China, put it on your list to watch soon. The Five Eyes are the intelligence leaders of five allied countries: U.S., Canada, U.K., Australia, and New Zealand. I have never seen all five together before and it was daunting.
SECURE 2.0 Employer Student Loan Debt Benefits

Oct 6, 2023 | natlawreview.com | Jeffrey M. Holdvogt

In December 2022, Congress enacted groundbreaking legislation as part of the SECURE 2.0 Act (SECURE 2.0) codifying an opportunity for employers to provide matching contributions within a tax-qualified retirement plan based on their employees’ qualified student loan payments outside the plan. The SECURE 2.0 student loan payment match is the latest vehicle for employers to aid employees to help relieve the financial burden of student loan debt.