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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Section 203, 204 and 109 of the Act addressed participant statement requirements, portability of balances and selecting a provider for Lifetime Income products.
Section 202 of the Act revised Form 5500 rules to allow related employers to file a consolidated Form 5500.
Congratulations Caryn and Greg!