3 Did You Knows – Retirement Fun Facts
Millennials were the largest generation group in the U.S. in 2022, with an estimated population of 72.24 million. Born...
Securing Your Retirement: Newly Proposed Department of Labor Fiduciary Rules
The Department of Labor (DOL) has proposed a new rule to enhance protection and transparency for financial advice...
Tax Talk – Retirement Plan Compliance Deadlines
(Read time 1:49) In this edition of Tax Talk, we provide updates on critical compliance deadlines for defined...
Is it already time to complete another year-end data request?
When Plan Sponsors are asked to provide company and employee census information for a recent plan year, the details being collected affect the...
SECURE 2.0 is a GO!
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act increased the Required Minimum Distribution (RMD) age for retirement...
How The SECURE Act 2.0 Will Impact Your Retirement Plan
On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law which included the highly anticipated Securing a Strong...
Save or Toss? Proper Plan Record Storage a Must!
As the year comes to a close, you may wonder what plan records must be kept and what items can be tossed. Historical plan records may need to be...
Deadline for CARES Act and SECURE Act Amendments Extended
The original due date of the CARES Act and SECURE Act amendments for qualified plans, other than governmental plans, was the last day of the first...
New Plan Year Checklist
Each year, a great deal of attention is paid to the upcoming year end work: census gathering, compliance testing, 5500s, oh my! But the year-end...
Help Us Congratulate Bobby Loeb
It is with great pride and excitement that we announce Bobby Loeb has been promoted to Principal. A role like this isn’t simply bestowed—it’s earned. Bobby’s commitment to Alliance, striving for excellence in everything we do, has helped our clients solve problems and achieve goals.
SECURE Act 2.0 – An Update On Potential Provisions
Many Americans struggle to save for retirement. Earlier this year the House of Representatives passed the Securing a Strong Retirement (SSR) Act,...
Q&A Corner
Q: I didn’t file my 12/31/21 plan year end Form 5500 by 7/31/22, now what? A: Contact your Form 5500 preparer! First, confirm whether or not an...
Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future.
Within 18 months: Effectiveness of notice provided for eligible rollover distributions: A 402(f) notice, often referred to as a Special Tax Notice,...
Is it already time to complete another year-end data request?
When Plan Sponsors are asked to provide company and employee census information for a recent plan year, the details being collected affect the...
SECURE 2.0 is a GO!
In 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act increased the Required Minimum Distribution (RMD) age for retirement...
How The SECURE Act 2.0 Will Impact Your Retirement Plan
On December 29, 2022, the Consolidated Appropriations Act of 2023 was signed into law which included the highly anticipated Securing a Strong...
Save or Toss? Proper Plan Record Storage a Must!
As the year comes to a close, you may wonder what plan records must be kept and what items can be tossed. Historical plan records may need to be...
Deadline for CARES Act and SECURE Act Amendments Extended
The original due date of the CARES Act and SECURE Act amendments for qualified plans, other than governmental plans, was the last day of the first...
New Plan Year Checklist
Each year, a great deal of attention is paid to the upcoming year end work: census gathering, compliance testing, 5500s, oh my! But the year-end...
Help Us Congratulate Bobby Loeb
It is with great pride and excitement that we announce Bobby Loeb has been promoted to Principal. A role like this isn’t simply bestowed—it’s earned. Bobby’s commitment to Alliance, striving for excellence in everything we do, has helped our clients solve problems and achieve goals.
SECURE Act 2.0 – An Update On Potential Provisions
Many Americans struggle to save for retirement. Earlier this year the House of Representatives passed the Securing a Strong Retirement (SSR) Act,...
Q&A Corner
Q: I didn’t file my 12/31/21 plan year end Form 5500 by 7/31/22, now what? A: Contact your Form 5500 preparer! First, confirm whether or not an...