It was a great day for those who attended the Bob Ziegler Golf Outing Fundraiser on August 25th. The event included a shotgun start, contests, food, drinks, and socializing. All proceeds will benefit Bob Ziegler’s children. Special thanks to our sponsors, we could...
Robert Loeb
SECURE 2.0 Key Considerations
SECURE 2.0 introduced an extensive series of retirement plan provisions that can be both beneficial yet demanding , particularly in terms of application . Here are some key considerations for three SECURE 2.0 provisions that are top of mind. 1. Roth Only...
Retirement FYIs
Americans are giving up their full retirement benefits because they are fearful of Social Security running out of money. Only 10% of working Americans will wait until they are 70 years old to enjoy the maximum payments. * This...
What Do You Need To Know About “Long-Term, Part-Time Employees”?
First – Who is considered a Long-Term, Part-Time Employee (LTPTE)? Under current law, LTPTEs are any employee who, in each of the last three consecutive years (beginning in 2021), worked between 500 and 999 hours. And, this currently only applies to 401(k) plans....
2023 Brings Significant Changes To Form 5500
The Department of Labor (DOL) announced its annual revisions to the IRS Form 5500. What Is IRS Form 5500? Why Is It Important? An employer sponsoring a qualified retirement plan, covered by ERISA, must file IRS Form 5500 with the DOL and IRS each year...
Summer 2023 Tax Deadline
You might be interested in an important compliance deadline coming up for defined contribution plans and a quick reminder about filing IRS Form 5500. October 16th - Extended deadline to file IRS Form 5500 to the Department of Labor (DOL) for plans with a December 31st...
Improving our communication skills to best serve our clients & partners.
We had training in Taking Flight!: Master the DISC Styles to Transform Your Career, Your Relationships...Your Life instructions. It’s a great way to understand the different styles to communicate with your clients, co-workers, and those in your personal life with the...
No More IRS 5500 8955 Headaches. Making Your Job Easier.
Effective immediately, Alliance Pension Consultants will transmit your IRS Form 5500/8955-SSA filings on your behalf, eliminating the headaches caused by keeping track of multiple login information, signer credentials and delays due to technology issues. Instead, we...
Treatment of student loan payments as elective deferrals for purposes of matching contributions
Employees may begin receiving matching contributions on their student loan repayments. Additionally, for purposes of the nondiscrimination test, these contributions may be tested separately from standard matching contributions. Further guidance is expected regarding...
Discover How We Helped a Women’s Health Care Provider Save Over $206K in Retirement Plan Design Contributions for Employees
Client Saves Over $206K in Retirement Plan Design Contributions for Employees Read time 0:53