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 >
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 >
Let us help design and administer a Retirement Program that meets your needs.
Many retirement plans are written using Internal Revenue Service (IRS) preapproved documents, known as master and prototype or volume submitter plans.
A note to plan sponsor in regards to the CARES Act