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…
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…
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…
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…
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…
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…
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…
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…
