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Save More for Retirement in 2022 Form 5500 Filing Extension for FEMA Designated Disaster Areas Upcoming Compliance Deadlines for Calendar-Year Plans Participant Distribution Fraud in the “New Normal” Save More for Retirement in 2022 On November 4, 2021, the IRS...

By: Scott M. Cloud, MBA, CPC There are several different types of plans from which business owners can choose to enable themselves and their employees to save for retirement.  The type of plan that is most appropriate for a business depends on a number of...

Missing Participants: Ready or Not Here I Come! Safe Harbor: A Cure For Your Testing Headaches Upcoming Compliance Deadlines for Calendar-Year Plans Looking to Maximize Savings? Cash Balance Could Be the Answer! Missing Participants: Ready or Not, Here I Come! Most...

By: Suzan Hall, CFS® New CalSavers deadlines are approaching! New deadlines are approaching for the California state-mandated CalSavers Retirement Savings Program, requiring many small businesses without an employer-sponsored retirement plan to either register for...

Retirement Planning is a Team Sport Congratulations! It’s a Retirement Plan! Upcoming Compliance Deadlines for Calendar-Year Plans    Department of Labor Issues Cybersecurity Guidance Retirement Planning is a Team Sport Some would say that retirement...