Topics we will cover:
• Issues with Control Groups
• Issues with Prohibited Transactions
• Fee Disclosure
- Excerpt from Who is in the Control Group?
• Aggregation Rules (Section...more
Does your 401(k) plan pay higher than average fees? Do you have more than one qualified plan?
A number of recent reports indicate why you may receive special scrutiny if your plan is selected for audit or...more
On December 31, 2012, as Times Square in New York was getting ready to drop the crystal ball, the Internal Revenue Service (IRS) dropped long-awaited guidance regarding retirement plan corrections in the form of Revenue...more
Employers and plan sponsors must comply with numerous filing and notice deadlines for their retirement and health and welfare plans. Failure to comply with these deadlines can result in costly penalties and excise taxes. To...more
On December 31, 2012 the Internal Revenue Service (IRS) released Revenue Procedure 2013-12 which replaces existing Revenue Procedure 2008-50, the procedure for voluntary correction of qualified retirement plan errors. The...more