Defined Benefit Plan Termination Procedure
There are many reasons a company may terminate the plan, but specific steps must be followed for the defined benefit plan termination procedure.
Reducing Risk in Your Pension Plan: Lump Sum Payments to Former Employees
Have you considered offering lump sums to former employee participants as a step toward reducing pension risk and expense?
Defined Contribution Plan Termination Procedure
There are various reasons a company decides to terminate their defined contribution retirement plan, but specific steps must be followed.
Changes To The 402(f) Special Tax Notice
The 402(f) Special Tax Notice was revised as a result of the tax reform legislation known as the “Tax Cuts and Jobs Act.”
Protect Your Qualified Plan From RMD Failures
Qualified retirement plans are subject to Required Minimum Distribution (RMD) rules. It’s important to protect your qualified plan from RMD failures.
Is Your Business a Good Candidate for an ESOP?
Are you wondering if your business is a good candidate for an ESOP? The rules are complex, so let’s break it down for you.
Reporting And Disclosures Checklist
Qualified retirement plans are subject to many reporting and disclosure requirements. Download the reporting and disclosures checklist.
Attribution Rules – The Family Tree
You don’t get to choose your family, and the same holds true with family attribution rules; but a company’s ownership is critical for accurate testing.
Safe Harbor Contributions for Defined Contribution Plans
There are several types of safe harbor contributions for defined contribution plans. Here is a breakdown of each of the types available.
Requirements For A Qualified Domestic Relations Order (QDRO)
It is imperative for a Qualified Domestic Relations Order (QDRO) to meet the various requirements before a benefit is paid out of the plan.
Questions to Ask When Choosing an Actuary For Your Cash Balance Plan
Accurate administration of a Cash Balance Plan is critical! The following questions can help you when choosing an actuary for your cash balance plan.