2022 – An Ideal Time to Review Plan Design Each year, those in the retirement community collect, analyze and calculate data to ensure plan compliance with the laws that govern qualified retirement plans. The calendar of deadlines repeats each year, challenging plan sponsors and service providers to focus on the current plan compliance along with the…
DetailsFall 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…
DetailsSummer 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…
DetailsSpring 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…
DetailsWinter 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…
DetailsFall 2020 – Newsletter Cost of Living Adjustments for 2021 | Cycle 3 Plan Document Restatements | Required Year-End Participant Notices | The CARES ACT Update | The SECURE Act Reminders | Upcoming Compliance Deadlines for Calendar-Year Plans COST OF LIVING ADJUSTMENTS FOR 2021 On October 26, 2020, the IRS announced the Cost of…
DetailsElectronic Delivery Could Save Billions IRS Issues Additional Pandemic Relief Upcoming Compliance Deadlines for Calendar-Year Plans Summer 2020 Newsletter Electronic Delivery Could Save Billions On May 21, 2020, the U.S. Department of Labor and the Employee Benefits Security Administration (EBSA) announced the publication of a final rule that will allow employers to communicate the required…
DetailsUnderstanding the CARES Act, Upcoming Compliance Deadlines for Calendar-Year Plans, Ask the Experts Spring 2020 Newsletter Understanding the CARES Act Upcoming Compliance Deadlines for Calendar-Year Plans Ask the Experts Understanding the CARES Act On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a massive relief bill for those suffering…
DetailsHow the SECURE Act is Changing Retirement | Upcoming Compliance Deadlines Winter 2020 Newsletter How the Secure Act is Changing Retirement Upcoming Compliance Deadlines How the SECURE Act is Changing Retirement On December 20, 2019, the Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law. The SECURE Act represents some of…
DetailsIRS Announces Limits for 2020 Safe Harbor 401(k) Plan Design Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) The Final Rule on Hardship Distributions Fall 2019 Newsletter IRS Announces Limits for 2020 Safe Harbor 401(k) Plan Design Upcoming Compliance Deadlines for Calendar-Year Plans (12/31) The Final Rule on Hardship Distributions IRS Announces Limits for 2020 On…
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