Fall 2022

Fall 2022

Cost of Living Adjustments for 2023 | New Plan Year Checklist | Save or Toss? Proper Plan Record Storage a Must! | Deadline for CARES Act and SECURE Act Amendments Extended | Upcoming Compliance Deadlines for Calendar-Year Plans   Cost of Living Adjustments for...
Summer 2021

Summer 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!...
Spring 2021

Spring 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...
Winter 2021

Winter 2021

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 Plans  The MEP/PEP Debate: Are We Better Together? When we talk about...
Electronic Delivery Could Save Billions

Electronic Delivery Could Save Billions

On May 21, 2020, the U.S. Department of Labor and the Employee Benefits Security Administration (EBSA) announced the publication of a final rule that will allow employers to communicate the required retirement plan disclosures and other plan information...