Summer 2023 Bonds: Is your plan covered? It doesn’t hurt to double check! We’re here for you! Are Changes Needed to the Plan? Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Spring 2023 Plan Participants: The More They Know, The Better Beneficiary on File? News Flash! Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Winter 2023 SECURE 2.0 is a GO! Is it already time to complete another year-end data request? Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future. Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Fall 2022 Cost of Living Adjustments for 2023 New Plan Year Checklist Save or Toss? Proper Plan Record Storage a Must! Deadline for CARES Act and SECURE Act Amendments Extended Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
Summer 2022 Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments New Information on Participant Statements: Lifetime Income Illustrations Q&A Corner Upcoming Compliance Deadlines for Calendar-Year Plans Continue reading
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
