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 >
The IRS reviews Forms 5500 where plan sponsors have reported losses due to fraud or dishonesty. Learn More >
A $500 tax credit is available for each of the first 3 years of a new plan that is established by a small business. Learn More >
The IRS will be asking new compliance questions on Forms 5500 and 5500-SF. Learn More >
The IRS has issued modified rules on how to correct deferral errors in 401k plans. Learn More >
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The SECURE Act eliminates the notice requirement for Safe Harbor nonelective contributions and extends the deadline for an employer to elect safe harbor status.
There are many qualified plans that are not taking advantage of automatic enrollment.