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ERISA Cavalry PLLC
Employee Benefits Law Consultation
for the Legal Profession

Frederic Remington, "On the Southern Plains" (1907)
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Nov 14, 2023
Retirement Plan Limitations: 2024
In Notice 2023-75 (Nov. 1, 2023), the IRS announced inflation-adjusted retirement plan limitations for 2024. Here are the changes (or...
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Feb 28, 2023
SECURE Act 2.0: A Short Guide to Pension-Linked Emergency Savings Accounts
Pension-Linked Emergency Savings Accounts (“PLESA’s”) are the first-ever tax-favored vehicle for short-term, non-retirement savings....
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Feb 10, 2023
SECURE Act 2.0: Correction Program for IRA’s
As the post below discusses, SECURE Act 2.0 modified the IRS’s Employee Plans Compliance Resolution System. EPCRS is currently available...
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Feb 8, 2023
SECURE Act 2.0: Congress Amends EPCRS
SECURE Act 2.0 mandates changes to the Employee Plans Compliance Resolution System (“EPCRS”), the IRS’s merciful alternative to...
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Jan 26, 2023
SECURE Act 2.0: Recouping Overpayments – New Clarity and New Obstacles
Getting money back from retirement plan participants who have been inadvertently overpaid has never been an easy process. The windfall...
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Jan 23, 2023
SECURE Act 2.0: 401(k) Solitaire
Deductions for employer contributions to defined contribution plans are ordinarily limited to 25 percent of the participants’ aggregate...
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Jan 22, 2023
SECURE Act 2.0: A New Twist for Required Minimum Distributions
In line with the ideas of some contemporary retirement theorists, SECURE Act 2.0 includes several measures designed to encourage IRA...
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Dec 26, 2022
SECURE Act 2.0: A Potpourri of Retirement Plan Changes, Less Dramatic Than Advertised
"SECURE Act 2.0", passed by Congress just before Christmas Eve, takes up 340 pages in the official print and includes a hundred or so...
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Dec 21, 2022
IRA Contribution Limitations: 2023
Like the various plan limitations described in the post below, the limitations that apply to IRA and Roth IRA contributions increased...
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Dec 19, 2022
Retirement Plan Limitations: 2023
The high rate of inflation in 2022, reminiscent of the 1970's, generated striking increases in the limitations that affect retirement...
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