Scott Galbreath’s latest blog addresses the IRS’ extension of the deadline to amend IRA and SEP documents for CARES, SECURE, and SECURE 2.0 changes to December 31, 2027; most other plans must amend by December 31, 2026. The amendment deadline for Section 457(b) plans of tax-exempt organizations remains December 31, 2025. Please read Scott’s The Benefit of Benefits blog for details.
