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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.
Year-End Bonuses and Compensation (Defined Contribution Plans)
When running year-end bonuses and compensation through your payroll, be sure you know if you need to deduct employee deferral elections from the bonus.
Finding Missing Participants in Your Defined Contribution Plan
Finding missing participants can be frustrating and time-consuming, but employers and plan sponsors have the fiduciary responsibility to provide communication, statements and disclosures to them just as often as active employees.
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.
Bipartisan Budget Act of 2018
The Bipartisan Budget Act of 2018 is a federal law regarding the US spending and budget that was signed into law by the President on February 9, 2018.
2018 Census Request Reporting
The census request is a tool for plan administrators to report the employee data required for annual testing and other important business changes that occurred in the prior year.