Nov 5, 2020
Cost of Living Adjustments for 2021 | Cycle 3 Plan Document Restatements | Required Year-End Participant Notices | The CARES ACT Update | Upcoming Compliance Deadlines for Calendar-Year Plans |The SECURE Act Reminders COST OF LIVING ADJUSTMENTS FOR 2021 On October 26, 2020, the IRS announced the Cost of Living Adjustments affecting the dollar...Oct 27, 2020
Annual Contribution Limits for Qualified Retirement Plans: Learn about the annual limits for contributions to your qualified retirement plans, including 401(k), IRA, and other types of accounts, and how to make the most of your savings’ potential. The IRS has announced changes to retirement plan limits for 2021 Each year the Internal...Sep 14, 2020
Download The Companion Document When we talk about new retirement plans, we usually focus on the savings advantages they grant to business owners or the big-picture advantages of helping employees achieve ongoing financial wellness. Tax credits granted to plan sponsors are another important, but sometimes opaque, piece of this puzzle. When...Jul 30, 2020
Upcoming Compliance Deadlines: As a retirement plan sponsor, it’s important to stay on top of your plan’s compliance requirements to avoid penalties and keep your plan running smoothly. This article will provide an overview of the upcoming compliance deadlines for your retirement plan, including reporting and disclosure requirements,...Jun 8, 2020
Download The Companion Document COVID-19 is obviously causing financial stress and, when it comes to your clients’ qualified retirement plans, they may be looking for ways to reduce expenses. In this talk, we’ll detail the three options they have to use plan assets to pay some plan expenses as long as they follow Department of Labor and...