Plan administrators should review actions to be taken before the end of 2022 and focus on what to expect for 2023. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans,...more
11/22/2022
/ 401k ,
CARES Act ,
Contribution Limits ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Employer Group Health Plans ,
Health and Welfare Plans ,
Plan Administrators ,
Qualified Retirement Plans ,
Retirement Plan ,
Safe Harbors ,
SECURE Act
The SECURE Act* makes significant changes to employer-sponsored retirement plans and many of the changes take effect immediately. Highlights of the provisions of the SECURE Act that are effective in 2020 include:
-...more
2/12/2020
/ 401k ,
Automatic Enrollment ,
Benefit Plan Sponsors ,
Distribution Rules ,
Early Retirement Distributions ,
Employee Benefits ,
Form 5500 ,
Individual Retirement Account (IRA) ,
Required Minimum Distributions ,
Retirement ,
Retirement Plan ,
Retirement Plan Providers ,
Safe Harbors ,
SECURE Act ,
Tax Liability ,
Tax Planning ,
Webinars
The Internal Revenue Service issued guidance last December to help employers that own or lease employer parking facilities or reimburse employees for parking expenses to navigate the recent change to the parking expense...more
1/28/2019
/ Employee Benefits ,
Fringe Benefits ,
Internal Revenue Code (IRC) ,
IRS ,
Parking Lots ,
Safe Harbors ,
Tax Cuts and Jobs Act ,
Tax Deductions ,
Tax Exempt Entities ,
U.S. Treasury ,
UBTI
The Internal Revenue Service recently updated the rollover notice provided to retirement plan participants who receive distributions. The Internal Revenue Code requires administrators of qualified retirement plans to provide...more
Plan administrators should review the following actions to be taken before the end of 2017 and focus on what to expect for 2018. The attached checklist addresses plan amendments, notices and other considerations for qualified...more
11/20/2017
/ Benefit Plan Sponsors ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Employee Stock Purchase Plans ,
Executive Compensation ,
Fee Disclosure ,
Health and Welfare Plans ,
Notice Requirements ,
Pension Plan Amendments ,
Plan Administrators ,
Required Minimum Distributions ,
Safe Harbors ,
Stock Options ,
Year-End Compliance Checklist