IRS has recently announced that employers with pre-approved defined contribution plans (401(k), profit sharing and money purchase) will need to have their plan documents rewritten within the next two years. The deadline to do so is July 31, 2022. IRS goes through this...
Retirement Plan errors can be costly & time-consuming. Periodically review your retirement plan to avoid issues and ensure it’s operating in compliance.
The 2019 IRS Operational Compliance List has been posted! This guide helps plan sponsors understand the compliance changes effective in the upcoming year.
Reducing pension plan risk has become a prudent consideration, especially for those plans that have frozen benefits. De-risk your pension plan today!
A beneficiary form determine who is entitled to the defined contribution retirement plan benefits upon the death of a participant. Is your form current?
Finding missing participants can be frustrating but employers carry the responsibility to provide disclosures to them just as often as active employees.
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.
Having one provider might seem like an effective and cost-saving solution, but having an unbundled TPA is better for several reasons.
There are many reasons a company may terminate the plan, but specific steps must be followed for the defined benefit plan termination procedure.
There are various reasons a company decides to terminate their defined contribution retirement plan, but specific steps must be followed.