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As One-Person Or Solo-K 401k Plans Become More Popular, There Is An IRS Emphasis On Compliance
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As One-Person Or Solo-K 401k Plans Become More Popular, There Is An IRS Emphasis On Compliance News
June 22, 2023

As One-Person Or Solo-K 401k Plans Become More Popular, There Is An IRS Emphasis On Compliance

A significant change in the retirement plan industry is being driven by the post-COVID-pandemic increase…
Mark Brand
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Earlier 401k Plan Eligibility for Employee Contributions Made Easier Next Year News
May 17, 2023

Earlier 401k Plan Eligibility for Employee Contributions Made Easier Next Year

Given the advantages of offering a 401k Plan to employees as early as possible, recently…
Mark Brand
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Changes Coming for Some Employees’ 401k or 403b Plan Contributions News
April 19, 2023

Changes Coming for Some Employees’ 401k or 403b Plan Contributions

Employees covered by 401k or 403b Plans often reevaluate how much they are having deducted…
Mark Brand
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Opportunity to Repay Coronavirus-Related Retirement Plan Distributions Ends Soon News
March 28, 2023

Opportunity to Repay Coronavirus-Related Retirement Plan Distributions Ends Soon

The CARES Act (the pandemic-related ‘‘Coronavirus Aid, Relief, and Economic Security Act’’ passed in March…
Mark Brand
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CPA Audit Eliminated for Some 401K and 403B Plans News
March 6, 2023

CPA Audit Eliminated for Some 401K and 403B Plans

What is probably the most significant disincentive for a small or medium size business with…
Mark Brand
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More About Retirement Plan Startup Tax Credits News
February 23, 2023

More About Retirement Plan Startup Tax Credits

Substantial improvements were made to the Federal Tax Credits available to a “small” employer that…
Mark Brand
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Your Retirement Plan May Soon Be Required to Automatically Enroll Employees News
February 9, 2023

Your Retirement Plan May Soon Be Required to Automatically Enroll Employees

Automatic enrollment in 401k and 403b Plans has been promoted in various ways by Congress,…
Mark Brand
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The New Emphasis On Roth Contributions News
January 27, 2023

The New Emphasis On Roth Contributions

According to a recent Plan Sponsor Council of America (PSCA) study, approximately 76% of about…
Mark Brand
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More About The SECURE 2.0 Retirement Plan Law Changes News
January 19, 2023

More About The SECURE 2.0 Retirement Plan Law Changes

You may have recently read one or more articles about the increase in the number…
Mark Brand
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“Supercharged” Tax Incentives for a “Small” Employer that Starts a Retirement Plan News
January 5, 2023

“Supercharged” Tax Incentives for a “Small” Employer that Starts a Retirement Plan

The SECURE Act passed in December 2019 made significant changes to the rules regarding Retirement…
Mark Brand
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