Retirement plans with more than 100 participants with account balances require a CPA audit for their Form 5500. However, small plans with less than 100 participants may sometimes require an audit. This often happens when more…
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/ Finance & Banking, Labor & Employment Law
I write a ton of articles as you may know and I will have advisors contacting me and suggesting some topic titles. I have adapted some of these suggestions, but there is one article idea that I had to turn down a few years ago…
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/ Finance & Banking, Labor & Employment Law
Manute Bol and Gheorghe Mureșan were 7’6” and 7’7”, but were pretty bad players in the NBA. It takes more than height to play basketball…
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/ Finance & Banking, Labor & Employment Law
I own a piece of a business and provide services to it, through my sole proprietorship. Pretty much all of that business for the sole proprietorship is performing services for that business I own a piece of…
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/ Finance & Banking, Labor & Employment Law
Since I first saw Airplane! When I was 9, it was my favorite movie. I didn’t understand all the jokes at first, but my love for the film has only increased over time. The beauty of the movie is that it’s played as a straight…
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/ Finance & Banking, Labor & Employment Law
Federal court cases are a game, like chess. You file a complaint, you fight the inevitable motion to dismiss, and once you survive that, you either settle or take the chances with the case and see if the defendants settle later…
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/ Finance & Banking, Labor & Employment Law
I don’t need studies to tell me that States with mandated SIMPLE IRA programs for employers who don’t have a plan will spur the adoption of private retirement plans. There is no crowd in effect, the fact is that people are wary…
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/ Finance & Banking, Labor & Employment Law
There is always that line that you’re hired to be fired. No matter how great you are as a plan provider, you will certainly get fired by a client if you haven’t already…
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/ Finance & Banking, Labor & Employment Law
I’m old enough to remember when they would do ads for the Yellow Pages and they told you should let your finger do the walking…
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/ Finance & Banking, Labor & Employment Law, Taxation
I’m glad that the Sixth Circuit has joined other Federal appeals courts in stating that arbitration provisions are invalid as a prospective waiver of rights and remedies guaranteed under ERISA…
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/ Alternative Dispute Resolution (ADR), Civil Procedure, Labor & Employment Law
Recently had a client going through an Internal Revenue Service (IRS) audit and while talking to an agent, they didn’t disagree with my theory that the idea of being able to reduce employer contributions through forfeitures is…
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/ Finance & Banking, Labor & Employment Law, Taxation
Whether it’s a presentation or an article, predictions over the fu- ture don’t usually add up. Sure, then the 1964 World’s Fair predicted video phone calls, we all still don’t have our jet- packs, and an article on the Mets in…
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/ Finance & Banking, Labor & Employment Law
Lincoln Financial Group announced the addition to its in-plan guaranteed income investment offerings for defined contribution retirement plans…
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/ Finance & Banking, Labor & Employment Law
Third Party Administrator Prime Pensions Inc. has purchased third-party administrator Valley Forge Pension Management…
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/ Finance & Banking, Labor & Employment Law
The Internal Revenue Service issued interim guidance on employer matching contributions made to retirement plans related to qualified student loan payments (QSLPs) made by employees…
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/ Finance & Banking, Labor & Employment Law, Taxation
