by Edward Smith | Dec 15, 2022 | Retirement Plans
With the New Year right around the corner, now is a good time to review your retirement plan’s policies, procedures, and internal controls. Having strong internal controls and documenting procedures is important to safeguarding retirement plan compliance and ensuring...
by Kendra Higgins | Aug 9, 2022 | Retirement Plans
On June 3, 2022, the IRS announced a pilot pre-examination retirement plan compliance program beginning in June 2022. Under the pilot program, the IRS will notify a qualified retirement plan sponsor by letter that their retirement plan has been selected for an...
