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April 14, 2021

Retirement Plan Issues That Are On The IRS Radar

The IRS annually announces its compliance priorities for the upcoming year, including its emphasis on…
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March 22, 2021

Most Recent COVID Relief Act Includes Pension Plan Changes

There were several significant changes in pension law included in the American Rescue Plan Act…
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February 25, 2021

Plan Loans Have Become More Complicated Because of New Rules

Plan loans to participants in 401k plans and other tax-qualified retirement plans require extraordinary actions…
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February 4, 2021

Why Is “Partial Termination” A “Hot Topic” For Retirement Plans?

There is much discussion in retirement plan publications about “partial termination” of retirement plans and…
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January 18, 2021

Significant Changes to the Retirement Plan Required Distribution Rules

There recently have been several significant changes in the rules regarding required minimum distributions (RMDs…
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January 7, 2021

New Rules for Including Part-Time Employees in 401k Plans

In late December 2019, the SECURE Act became law and made significant changes to several…
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December 28, 2020

Heather Ferris Earns QKA Designation and Bridget Brouillette Adds QKC Credentials

ACSI is proud to announce that Heather Ferris (401(k) Plan Administrator) has earned the Qualified…
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December 17, 2020

Why Do I Need To “Restate” My 401k Plan?

Years ago, each employer that had a retirement plan typically used its own “individually designed…
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December 9, 2020

New Rules for Adoption of a Safe Harbor Feature in a 401k Plan

You may be surprised to know that it is not too late to add a…
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November 23, 2020

Federal Tax Credits Possible For Small Employer’s Retirement Plan

For many years, Federal tax law has provided an incentive to small employers (i.e., generally…
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716.691.2181 • 716.691.5756

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