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2019 IRS Operational Compliance List
2019 IRS Operational Compliance ListAttention qualified retirement plan sponsors: The IRS has posted the 2019 IRS Operational Compliance List. The intent is to assist plan sponsors in being aware of compliance changes effective in the upcoming year with regard to...
Initial Required Minimum Distributions (Defined Contribution Plans)
April 1 is quickly approaching, so now is the time to verify if you or any of your employees must receive an initial RMD on April 1, 2019.
Reducing Pension Plan Risk – Updated to Reflect IRS Notice 2019-18
Reducing pension plan risk has become a prudent consideration, especially for those plans that have frozen benefits. De-risk your pension plan today!
Defined Benefit Plans’ Actuarial Equivalence Under Attack: Reasonable Becomes Unreasonable (Opinion)
Recent class action lawsuits targeting the reasonability of actuarial equivalence factors used in defined benefit plans have been making news, what does this mean for you?
ADP/ACP Testing Deadline
Corrective distributions must be processed by March 15 for a failed ADP/ACP test for a calendar plan year. Take these steps to prepare.
Who Retains The Beneficiary Forms?
A beneficiary form determines who is entitled to the defined contribution retirement plan benefits upon the death of a participant. Is your form current?
2019 Defined Contribution Compliance Calendar
A qualified retirement plan must meet various requirements throughout the year, check out our defined contribution compliance calendar today!
2019 Defined Benefit Plan Compliance Calendar
A qualified retirement plan must meet various requirements throughout the year, check out our defined benefit compliance calendar today!
2019 Government Shut Down Affects Lump Sum Payments from Defined Benefit Plans
Read more about the impact the 2019 government shut down had on the lump sum interest rates.
Changes to Hardship Rules
Many of these changes will become effective the first day of the plan year that begins in 2019.
1099-R
If your plan had distributions from your retirement plan this year, you must report to the participants on a Form 1099-R.
Year-End Required Minimum Distributions (Defined Contribution Plans)
If you or your employees must take a required minimum distribution (RMD) by December 31, there are a few rules to consider.