There are advantages to employers and employees of paying the prevailing wage fringe benefit into a retirement plan, rather than paying it in cash to the employee. Learn More >
Results from a recent survey of nearly 400 plan sponsors provide insight into how plans are being administered and what features employers are using to encourage participation. Learn More >
Nonqualified Deferred Compensation plans benefit specific key employees with more flexible design options than qualified plans. There are advantages and disadvantages to these arrangements. Learn More >
Qualified default investments can help relieve plan fiduciaries of liability for investing plan assets of employees who don’t make an election. Learn More >
A new Act recently signed into law modifies the tax filing deadline for certain business tax returns and the Form 5500. Learn More >
Employers whose plans are insufficiently bonded may receive a citation from the DOL. Learn More >
Asking the right questions can make all the difference in plan administration. Learn More >
A list of questions to ask a plan sponsor to open the door for a discussion about retirement plan services. Learn More >
The amount of fiduciary liability of a plan trustee depends upon how much discretion the trustee has over the management of the plan’s assets. Learn More >
What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >
Let us help design and administer a Retirement Program that meets your needs.
The circular calculation of compensation for an owner can be tricky.
The SECURE Act was approved by the House on May 23rd. It will now move to the Senate and compared or possibly reconciled with RESA. We compare the main provisions of each act in this chart.