October 4, 2021
Congress Is Likely To Mandate That Most Businesses Must Maintain An Automatic Enrollment 401k or 403B Plan
There is a proposal working its way through Congress that, if it becomes law, will…
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…
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…
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…
