A qualified retirement plan must meet various requirements throughout the year, check out our defined benefit compliance calendar today!
Read more about the impact the 2019 government shut down had on the lump sum interest rates.
Many of these changes will become effective the first day of the plan year that begins in 2019.
If your plan had distributions from your retirement plan this year, you must report to the participants on a Form 1099-R.
If you or your employees must take a required minimum distribution (RMD) by December 31, there are a few rules to consider.
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 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.
Cash balance plans allow high-income earners to save more towards retirement than a defined contribution plan.
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.
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.
Do you or your clients have a 401(k) plan that could benefit from amending to include a safe harbor provision? Generally, the plan must be amended on or before November 30 to implement the change.
OMB Completes Review of the Presidential Executive Order on Increasing Retirement Security in America
President Trump executed this order to make it easier for businesses to join together to offer multiple employer plans, which are referred to as Association Retirement Plans (ARPs) in the order.