Kristen L. Fitzpatrick, CPA, Managing Principal, cut the celebratory ribbon at the Grand Opening of Miller Cooper & Co., Alliance Pension and BT Partners’ new downtown Chicago office.
Miller Cooper, Alliance Pension and BT Partners held a Grand Opening of their new downtown Chicago office. Ms....
Supporting Mental Health and Wellbeing for Employees
At Alliance, we proudly support mental health and wellbeing to recharge so you can be the best at doing your job. This...
The Hidden Costs of Borrowing from Your401(k) Retirement Plan
Written by: Jeff Feld, CPA and Principal Taking a loan from your 401(k) retirement plan may seem like an attractive...
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...
Required Year-End Participant Notices
As the end of the year approaches, our to-do lists become longer but our bandwidth becomes condensed. To compound matters, when you sponsor a...
Upcoming Compliance Deadlines for Calendar-Year Plans
1st December 2020 Participant Notices – Annual notices due for safe harbor elections, Qualified Default Investment Alternatives (QDIA), and...
Cost of Living Adjustments for 2021
On October 26, 2020, the IRS announced the Cost of Living Adjustments affecting the dollar limitations for retirement plans. Contribution and...
The CARES ACT Update
2020 has been a difficult year with many unexpected challenges. For companies that sponsor retirement plans, some of these challenges came in the...
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...
Required Year-End Participant Notices
As the end of the year approaches, our to-do lists become longer but our bandwidth becomes condensed. To compound matters, when you sponsor a...
Upcoming Compliance Deadlines for Calendar-Year Plans
1st December 2020 Participant Notices – Annual notices due for safe harbor elections, Qualified Default Investment Alternatives (QDIA), and...
Cost of Living Adjustments for 2021
On October 26, 2020, the IRS announced the Cost of Living Adjustments affecting the dollar limitations for retirement plans. Contribution and...
The CARES ACT Update
2020 has been a difficult year with many unexpected challenges. For companies that sponsor retirement plans, some of these challenges came in the...
Understanding the CARES Act
On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a massive relief bill for those suffering as a result...