Retirement Did You Knows?
Online Retirement Planning Resources. Below are several valuable websites that may be beneficial for plan sponsors and...
Investment Advisory Roundtable Recap
Recently, we hosted a spirited roundtable meeting with a select group of advisors who specialize in retirement plans....
$7,500 Raised at Golf Fundraiser
It was a great day for those who attended the Bob Ziegler Golf Outing Fundraiser on August 25th. The event included a...
New IRS Pre-Examination Compliance Program Announced
In June 2022, the IRS began piloting a pre-examination retirement plan compliance program. This is beneficial to plan sponsors because it provides...
Form 5500 Insights
Every year, most employers file a Form 5500 for each qualified plan that they sponsor. The purpose of the Form 5500 is to provide required...
Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments
One of the questions asked by your TPA during the annual census collection may be whether your participant contributions and loan payments were...
New Information on Participant Statements: Lifetime Income Illustrations
If you sponsor a defined contribution retirement plan, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 now requires...
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...
New IRS Pre-Examination Compliance Program Announced
In June 2022, the IRS began piloting a pre-examination retirement plan compliance program. This is beneficial to plan sponsors because it provides...
Form 5500 Insights
Every year, most employers file a Form 5500 for each qualified plan that they sponsor. The purpose of the Form 5500 is to provide required...
Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments
One of the questions asked by your TPA during the annual census collection may be whether your participant contributions and loan payments were...
New Information on Participant Statements: Lifetime Income Illustrations
If you sponsor a defined contribution retirement plan, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 now requires...
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,...