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 >
In order to keep a retirement plan exempt from ERISA, 403(b) plan sponsors must be careful not to exercise any discretionary authority over the plan. Learn More >
Multiple Employer Plans now have to include an attachment to the Form 5500 to list all participating employers. Learn More >
What to expect when moving the retirement plan assets and records to a new recordkeeper. Learn More >
Make sure the potential new recordkeeper is a good fit for the plan and the employer by asking these questions BEFORE the decision is made to transfer the plan’s administration. Learn More >
Employers who want to benefit older workers that are partially retired may want to consider these plan design changes. Learn More >
Colonial Surety Company can provide a quote for fidelity and fiduciary bonds. Learn More >
Indirect fees calculated on plan assets and paid to service providers as revenue sharing must be monitored and understood by plan fiduciaries. Learn More >
IRS compliance programs provide employers with insight on focus areas for plan audit. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
The saver's credit is an income tax credit of up to 50% of 401(k) employee contributions that is available for certain taxpayers with income that does not exceed $65,000.
Section 113 of the SECURE Act amends the tax laws to allow employees to take a penalty-free withdrawal for qualified birth or adoption expenses.