Brixey & Meyer Blog | Jill Proud

Strategic Planning, Accounting, Succession Planning, ohio, Business Owners, Success, IRS, Retirement Plan, Retirement, Insights, Roth IRA

How Plan Sponsors Can Address Roth Catch-up Regulations

With the release of final Roth catch-up contribution regulations, plan sponsors now have definitive...

4 minute read

Strategic Planning, Accounting, cpa, Tax, Taxes, Retirement Plan, Retirement Plan Administration, 2025 tax planning, Insights, Tax Season, Retirement Plan Deadlines, Retirement Planning 2025, Tax Deadline, Plan Sponsor

In 2025, plan sponsors of defined benefit and defined contribution retirement plans must stay on...

1 minute read

Takeaways, brixey and meyer, Retirement Plan Administration, 2022 Retirement Planning, 401(k)

The trend of U.S. workers leaving their jobs and employers struggling with high levels of employee...

3 minute read

Takeaways, brixey and meyer, Retirement Plan, Retirement Plan Administration, Secure Act, Audit, Retirement

Congress passed the “Setting Every Community Up for Retirement Enhancement” (SECURE) Act of 2019 as...

2 minute read