Resources

New IRS Program Offers Relief for Late Filers of Form 5500-EZ

The IRS has made available a pilot program for Form 5500 EZ filers to send in delinquent filings with no penalty. Learn More >

Coverage Testing When Spouses Each Own a Business

When spouses each own separate, unrelated businesses, the presence of minor children can create a controlled group across both companies for coverage testing purposes. Learn More >

How to Understand and Review Form 5500

Plan Administrators need to know how to read and understand key questions on the annual Form 5500. Learn More >

Update on the Application of the Defense of Marriage Act Ruling

Recent IRS guidance provides details on amendment requirements and the effect of the Windsor decision on retirement plans. Learn More >

FINRA Issues Notice to Firms on IRA Marketing Practices and Rollovers

Financial firm practices related to the marketing of IRAs are going to be subject to increased focus by FINRA in 2014. Learn More >

Vesting: A Look at Retirement Plan Ownership

An important consideration in plan design is structuring the vesting schedule for the employer contributions. Learn More >

Required Employee Notices for 401(k) Plans

Employers must give employees various required notices during the year. Learn More >

Retirement Plan Committees for 401(k) and 403(b) Plans

A retirement plan committee is responsible for making many of the decisions regarding the plan and its members are the primary named fiduciaries of the plan. Learn More >

SIMPLE IRAs vs. Safe Harbor 401(k) Plans: What are the differences?

A SIMPLE IRA can be a low cost alternative to a 401(k) plan, but there are trade-offs to using this simpler version of a qualified plan. Learn More >

MyRA

New Retirement Savings Account Option. Learn More >

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