Fall 2021 – Benefit Insights Newsletter Save More for Retirement in 2022 Form 5500 Filing Extension for FEMA Designated Disaster Areas Participant Distribution Fraud in the “New Normal” Upcoming Compliance Deadlines for Calendar-Year Plans Save More for Retirement in 2022 On November 4, 2021, the IRS announced the Cost of Living Adjustments affecting the dollar…
Summer 2021 – Benefit Insights Newsletter Missing Participants: Ready or Not Here I Come! Safe Harbor: A Cure For Your Testing Headaches Looking to Maximize Savings? Cash Balance Could Be the Answer! Upcoming Compliance Deadlines for Calendar-Year Plans Missing Participants: Ready or Not, Here I Come! Most plan sponsors can relate to the trials and tribulations…
Spring 2021 – Benefit Insights Newsletter Retirement Planning is a Team Sport Some would say that retirement plan administration is a team sport! Putting together technical and compliance competence with ongoing investment and fiduciary expertise is key to keeping your plan healthy and participants happy. So, what roles and responsibilities should you look to fill for…
Winter 2021 – Benefit Insights Newsletter The MEP/PEP Debate: Are We Better Together? Terminated Employees? Important Relief is Here. Is There Pandemic Relief For Late Deposits? Upcoming Compliance Deadlines for Calendar-Year Plans The MEP/PEP Debate: Are We Better Together? When we talk about retirement plans, many employers think of single employer retirement plans. A single employer retirement…