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with the right features, run the right way, since 1982.

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September 20, 2021

A Big Change Is Coming For Form 5500 Filing Requirements

The Internal Revenue Service, the U.S. Department of Labor, and the Pension Benefit Guaranty Corporation announced on September 14, 2021 proposed changes and enhancements to the Form 5500 Annual Return/Report…
Mark Brand
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News
August 2, 2021

The IRS Makes It Easier To Fix Retirement Plan Mistakes

The requirements for maintaining and operating retirement plans may differ depending upon the type of plan – 401k vs. 403b vs. profit-sharing-only vs defined benefit plan – and may differ…
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News
June 8, 2021

401k Plans – Employers Don’t Want What The Government Thinks They Want

As ACSI follows the annual results of surveys of employers regarding their “likes-and-dislikes” about 401k plans, we are seeing some very interesting trends.  Many employers are telling a different story…
Mark Brand
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Helping businesses choose the right retirement plan,
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