The MEP/PEP Debate: Are We Better Together? | Terminated Employees? Important Relief is Here | Is There Pandemic Relief For Late Deposits? | Upcoming Compliance Deadlines for Calendar-Year PlansThe...

Cost of Living Adjustments for 2021 | Cycle 3 Plan Document Restatements | Required Year-End Participant Notices | The CARES ACT Update  |  The SECURE Act Reminders |  Upcoming Compliance Deadlines...

Electronic Delivery Could Save Billions | IRS Issues Additional Pandemic Relief | Upcoming Compliance Deadlines for Calendar-Year PlansElectronic Delivery Could Save Billions On May 21, 2020, the...

Understanding the CARES Act On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), a massive relief bill for those suffering as a result of the Coronavirus...

How the Secure Act is Changing Retirement | Upcoming Compliance Deadlines How the SECURE Act is Changing Retirement On December 20, 2019, the Setting Every Community Up for Retirement Enhancement...

IRS Announces Limits for 2020 On November 6th, 2019, the IRS announced the cost of living adjustments affecting the dollar limitations for retirement plans. Contribution and benefit increases are...

Bucket List: Retirement The economy continues at its strong pace, keeping unemployment at its lowest rate in nearly 50 years. While this is usually good news, employee financial vulnerability is...

Automatic Enrollment is on the Rise With the future of Social Security in question, it is becoming ever increasingly important for workers to self- prepare for post-retirement living. Studies show...

It's Testing Season! Qualified plans must perform annual testing to be sure that the plan doesn’t unfairly discriminate in favor of "highly compensated employees" (HCEs) or exceed the contribution...

Earlier this year, the Bipartisan Budget Act of 2018 was passed by Congress and signed into law.  While this law made several changes that impact retirement plans, one provision changing the rules...