Aug 4, 2026
The benefits of being a retirement plan participant are well-documented, but the perks available to the sponsoring employer are often overlooked. In offering a retirement plan, plan sponsors can enjoy the advantages of tax deductions and credits, flexible design...
Aug 4, 2026
401(k) plans are a popular way to save for retirement. Although many people participate in these plans, the flexibility allowed by plan provisions ensures each can be unique. Understanding the features and options available for a 401(k) plan will help you design your...
Aug 4, 2026
A significant shift in retirement plan disclosure rules is coming soon, and employers should begin preparing now. In response to new regulations included under the SECURE 2.0 Act of 2022, the Department of Labor (DOL) will require certain pension benefit statements be...
Aug 4, 2026
September 15 Deadline for required contribution to defined benefit plans, money purchase pension plans and target benefit pension plans. Deadline for deducting 2025 employer contributions for sponsors who filed an extension on Partnership or S-Corporation tax returns,...
May 7, 2026
May 15 Quarterly Benefit Statement: Deadline to supply participants of participant-directed plans with the quarterly benefit/disclosure statement, including a statement of plan fees and expenses charged to individual plan accounts during the first quarter of 2026....
May 7, 2026
Overpayments from qualified retirement plans to plan participants are among the most common—and most sensitive—administrative errors encountered by plan sponsors and fiduciaries. They often arise quietly: calculation mistakes, misapplied plan terms, delayed data...
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