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Resources

Increases in Penalty Amounts for Plan Violations

Caryn P., QKA | Form 5500 |

Congress passed the 2015 Inflation Adjustment Act to ensure federal agencies comply with the requirement to adjust penalties each year for inflation. Learn More >

Correct Common Hardship Distribution Errors

Hardship Withdrawals |

The IRS addresses three common errors associated with Hardship Distributions. Learn More >

IRS Topics - Hardship Distributions

Hardship Withdrawals |

An overview of Hardship Distributions by the IRS. Learn More >

Keep Participants from Becoming Lost!

Lost Participants |

Strategies to consider to avoid lost participants in your plan. Learn More >

Shifting Davis-Bacon Dollars into a Qualified Plan

Prevailing Wage |

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 >

2015 Benchmark Survey Highlights Plan Trends

Plan Design |

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

Nonqualified Deferred Compensation |

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 >

QDIAs under the Pension Protection Act

Investments |

Qualified default investments can help relieve plan fiduciaries of liability for investing plan assets of employees who don’t make an election. Learn More >

New Tax Filing Deadlines

Form 5500 |

A new Act recently signed into law modifies the tax filing deadline for certain business tax returns and the Form 5500. Learn More >

Bond Initiative

FIDELITY/FIDUCIARY BONDING |

Employers whose plans are insufficiently bonded may receive a citation from the DOL. Learn More >

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