Feb 7, 2022
Each year, those in the retirement community collect, analyze and calculate data to ensure plan compliance with the laws that govern qualified retirement plans. The calendar of deadlines repeats each year, challenging plan sponsors and service providers to focus on...
Nov 16, 2021
The Coronavirus pandemic, without a doubt, has changed the way we do business. It has also created some unanticipated vulnerabilities. For instance, since the start of the “new normal,” there has been an increase of cyberattacks on retirement plans and participant...
Nov 16, 2021
On August 31st, 2021, the IRS issued guidance extending tax filing deadlines for Form 5500 in areas designated by the Federal Emergency Management Agency (FEMA) as qualifying for assistance due to Hurricane Ida and other recent natural disasters. This extension...
Nov 16, 2021
On November 4, 2021, the IRS announced the Cost of Living Adjustments affecting the dollar limitations for retirement plans for 2022. In October, the Social Security Administration announced a benefit increase of 5.9%, the largest increase in nearly 40 years....
Aug 9, 2021
Missing Participants: Ready or Not Here I Come! | Safe Harbor: A Cure For Your Testing Headaches | Looking to Maximize Savings? Cash Balance Could Be the Answer! | Upcoming Compliance Deadlines for Calendar-Year Plans Missing Participants: Ready or Not, Here I Come!...
May 6, 2021
Retirement Planning is a Team Sport | Congratulations! It’s a Retirement Plan! | Department of Labor Issues Cybersecurity Guidance | Upcoming Compliance Deadlines for Calendar-Year Plans Retirement Planning is a Team Sport Some would say that retirement plan...
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