Newsletter Archives - Page 2 of 7 - Southern Pension Services

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Newsletter

Winter 2023

Written by SPSAdmin on February 8, 2023. Posted in 2023, Newsletter.

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

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Fall 2022

Written by SPSAdmin on November 7, 2022. Posted in 2022, Newsletter.

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

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Summer 2022

Written by SPSAdmin on August 10, 2022. Posted in 2022, Newsletter.

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

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Spring 2022

Written by SPSAdmin on May 5, 2022. Posted in 2022, Newsletter.

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

Written by SPSAdmin on February 11, 2022. Posted in 2022, Newsletter.

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

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Fall 2021

Written by SPSAdmin on January 13, 2022. Posted in 2021, Newsletter.

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

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Summer 2021

Written by SPSAdmin on August 17, 2021. Posted in 2021, Newsletter.

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

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Spring 2021

Written by SPSAdmin on June 5, 2021. Posted in 2021, Newsletter.

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

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Winter 2021

Written by SPSAdmin on February 16, 2021. Posted in 2021, Newsletter.

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

Written by SPSAdmin on December 1, 2020. Posted in 2020, Newsletter.

Cost of Living Adjustments for 2021
Cycle 3 Plan Document Restatements
Required Year-End Participant Notices
The CARES ACT Update
The SECURE Act Reminders
Upcoming Compliance Deadlines for Calendar-Year Plans

Continue reading

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Servicing:

401(k) Plans
Safe Harbor 401(k)
Roth 401(k)
Individual(k)
Profit Sharing
Salary Ratio Profit Sharing
Integrated Profit Sharing
Age Weighted Profit Sharing
New Comparability Profit Sharing
403(b) ERISA Plans
Cash Balance 401(k) Combo Plan

Celebrating 28 Years!

Contact Info

2707 W. Azeele St., Suite 200
Tampa, FL 33609
Monday – Friday, 8am – 5pm
Phone: (813) 875-4003
Fax: (813) 875-1003
Email: PCardillo@SPSPension.com

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