Spring 2022 Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments New Information on Participant Statements: Lifetime Income Illustrations Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Winter 2022 2022 – An Ideal Time to Review Plan Design SECURE Act Provisions for Long-Term Part-Time Employees Navigating the Labyrinth of Required Minimum Distributions Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Fall 2021 Save More for Retirement in 2022 Safe Harbor: Form 5500 Filing Extension for FEMA Designated Disaster Areas Participant Distribution Fraud in the “New Normal” Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Summer 2021 Missing Participants: Ready or Not Here I Come! Safe Harbor: A Cure For Your Testing Headaches Looking to Maximize Savings? Cash Balance Could Be the Answer! Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Spring 2021 Retirement Planning is a Team Sport Congratulations! It’s a Retirement Plan! Department of Labor Issues Cybersecurity Guidance Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Winter 2021 The MEP/PEP Debate: Are We Better Together? Terminated Employees? Important Relief is Here. Is There Pandemic Relief For Late Deposits? Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Fall 2020 Cost of Living Adjustments for 2021Cycle 3 Plan Document RestatementsRequired Year-End Participant NoticesThe CARES ACT UpdateThe SECURE Act RemindersUpcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Summer 2020 Electronic Delivery Could Save BillionsIRS Issues Additional Pandemic ReliefUpcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Understanding the CARES Act, Upcoming Compliance Deadlines for Calendar-Year Plans, Ask the Experts Spring 2020 Newsletter Understanding the CARES Act Upcoming Compliance Deadlines for Calendar-Year Plans Ask the Experts Continue reading
How the SECURE Act is Changing Retirement | Upcoming Compliance Deadlines Winter 2020 Newsletter How the Secure Act is Changing Retirement Upcoming Compliance Deadlines Continue reading