The 2019 IRS Operational Compliance List has been posted! This guide helps plan sponsors understand the compliance changes effective in the upcoming year.
2019 IRS Operational Compliance List
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Business Management
Is Your Business a Good Candidate for a Cash Balance Plan?
Cash balance plans allow high-income earners to save more towards retirement than a defined contribution plan. For example, in a defined contribution plan, the maximum annual additions are limited to $56,000 per year (as indexed). However, since the annual allocation...
Switch From Offering a Simple IRA to a 401(k) Plan
Do you or your clients have a SIMPLE IRA but could benefit from establishing a 401(k) plan? It’s not too late to make the change for 2018.
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.
Celebrating Your Employees
Did you know that Friday (March 2) is National Employee Appreciation Day? Whether you believe engaged employees are more productive or that a work/life integration is more important than a balance, I think we can all agree that employee happiness has a positive impact...
Starting a 401(k) Plan
Starting a 401(k) plan is a popular choice to help employees prepare for retirement, but can also help attract the talent needed to grow your business.
2017 Census Request: What Do I Report To My TPA?
The 2017 Census Request provides critical information your TPA needs to calculate contributions and complete the valuation report for the retirement plan.
Policies, Procedures & Internal Controls
With the New Year just beginning, now is a good time to review your policies, procedures and internal controls for your retirement plan. Having strong internal controls and documenting policies/procedures is important to ensure you are operating your plan properly; as...
Do You Have the ESOP Factor?
Succession planning, exit strategy, sustainable business, retain passion, create liquidity, leave a legacy … if these words caught your attention, you may have the ‘ESOP Factor.’ What is an ESOP? An Employee Stock Ownership Plan (ESOP) is a qualified...