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IRS Topics - Hardship Distributions

Hardship Withdrawals | September 26, 2016

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

Keep Participants from Becoming Lost!

Lost Participants | September 19, 2016

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

Shifting Davis-Bacon Dollars into a Qualified Plan

Prevailing Wage | May 4, 2016

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 | October 23, 2015

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 | October 9, 2015

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 | September 11, 2015

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 | September 9, 2015

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 | August 25, 2015

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

The $70,000 Question

Controlled Groups | August 25, 2015

Asking the right questions can make all the difference in plan administration. Learn More >

Leading Questions to Discover Sales Opportunities

Plan Design | July 10, 2015

A list of questions to ask a plan sponsor to open the door for a discussion about retirement plan services. Learn More >

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