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Resources

What You Should Know About the Hardship Withdrawal Process

Laura L., CPA, QKA | Hardship Withdrawals |

A checklist of tasks to review and approve hardship withdrawals. Learn More >

Deadlines to Correct for Failed ADP and ACP Testing

Laura L., CPA, QKA | Nondiscrimination Testing |

What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >

New Compliance Questions on Form 5500 Filing

Laura L., CPA, QKA | Form 5500 |

The IRS will be asking new compliance questions on Forms 5500 and 5500-SF. Learn More >

What Does it Take to be a Non-ERISA 403(b) Plan?

Laura L., CPA, QKA | 403(b) |

In order to keep a retirement plan exempt from ERISA, 403(b) plan sponsors must be careful not to exercise any discretionary authority over the plan. Learn More >

Kentucky Child Support Laws and Retirement Plan Distributions

Laura L., CPA, QKA | Kentucky State Law |

Employers may be required to report certain terminated employees to the state Child Support Office. Learn More >

Prioritizing Internal Controls

Laura L., CPA, QKA | Audit |

Processes and procedures set in place by an organization that allow it to conduct its business in an efficient manner, safeguard its assets, prevent fraud, and ensure the accuracy of financial data. Learn More >

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