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...

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...

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...

Retirement Planning is a Team Sport | Congratulations! It’s a Retirement Plan! | Department of Labor Issues Cybersecurity Guidance | Upcoming Compliance Deadlines for Calendar-Year PlansRetirement...

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...