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...
Summer 2023 Tax Deadline
You might be interested in an important compliance deadline coming up for defined contribution plans and a quick...
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...
2022 – An Ideal Time to Review Plan Design
Each year, those in the retirement community collect, analyze and calculate data to ensure plan compliance with the laws that govern qualified...
SECURE Act Provisions for Long-Term Part-Time Employees
Historically, 401(k) plans could exclude individuals who worked less than 1,000 hours in the plan year. However, in its effort to expand access to...
Navigating the Labyrinth of Required Minimum Distributions
Since the passage of the Tax Reform Act of 1986, taxpayers have been required to withdraw previously untaxed dollars from their qualified plan and...
Participant Distribution Fraud in the “New Normal”
The Coronavirus pandemic, without a doubt, has changed the way we do business. It has also created some unanticipated vulnerabilities. For instance,...
Form 5500 Filing Extension for FEMA Designated Disaster Areas
On August 31st, 2021, the IRS issued guidance extending tax filing deadlines for Form 5500 in areas designated by the Federal Emergency Management...
Save More for Retirement in 2022
On November 4, 2021, the IRS announced the Cost of Living Adjustments affecting the dollar limitations for retirement plans for 2022. In October,...
Is there Pandemic Relief for Late Deposits?
Proper handling of employee 401(k) deferral contributions and loan repayments is one of the most important responsibilities a plan sponsor...
Terminated Employees? Important Relief is Here.
On December 27, 2020, the Consolidated Appropriations Act, 2021 was signed into law. The Act combines the $1.4 trillion omnibus federal spending...
The SECURE Act Reminders
With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan...
2022 – An Ideal Time to Review Plan Design
Each year, those in the retirement community collect, analyze and calculate data to ensure plan compliance with the laws that govern qualified...
SECURE Act Provisions for Long-Term Part-Time Employees
Historically, 401(k) plans could exclude individuals who worked less than 1,000 hours in the plan year. However, in its effort to expand access to...
Navigating the Labyrinth of Required Minimum Distributions
Since the passage of the Tax Reform Act of 1986, taxpayers have been required to withdraw previously untaxed dollars from their qualified plan and...
Participant Distribution Fraud in the “New Normal”
The Coronavirus pandemic, without a doubt, has changed the way we do business. It has also created some unanticipated vulnerabilities. For instance,...
Form 5500 Filing Extension for FEMA Designated Disaster Areas
On August 31st, 2021, the IRS issued guidance extending tax filing deadlines for Form 5500 in areas designated by the Federal Emergency Management...
Save More for Retirement in 2022
On November 4, 2021, the IRS announced the Cost of Living Adjustments affecting the dollar limitations for retirement plans for 2022. In October,...
Is there Pandemic Relief for Late Deposits?
Proper handling of employee 401(k) deferral contributions and loan repayments is one of the most important responsibilities a plan sponsor...
Terminated Employees? Important Relief is Here.
On December 27, 2020, the Consolidated Appropriations Act, 2021 was signed into law. The Act combines the $1.4 trillion omnibus federal spending...
The SECURE Act Reminders
With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan...
Cycle 3 Plan Document Restatements
Approximately every six years, the IRS requires that pre-approved qualified retirement plans update (or restate) their plan document to reflect...