Jul 8, 2015
Since new tax rates were introduced for high income earners as a result of the “fiscal cliff” negotiations in late-2012, there has been growing interest in DB/DC combo plans. In the attached newsletter, we use the example of a small medical practice to discuss some of the most important considerations in designing a combo plan arrangement. To...Jun 2, 2015
Our June Newsletter, “The Best Plan to Drive Your Retirement Needs”, provides a description of the different types of company-sponsored retirement plans, with a focus on defined contribution plans. In the newsletter we compare SEPs, SIMPLEs, and 401(k)s, and describe the requirements, features, and limitations that an employer should consider...May 19, 2015
On 4/30/15, TRPC’s U.S. Manager of Consulting and Compliance, Rick Pummill, presented at the 2015 Savannah Fiduciary Seminar. Seminar topics included plan design and administration, fiduciary duties for plan investments, plan audits, and reducing fiduciary liabilities. Rick presented alongside Rebecca Sczepanski, JD, CPA, of HunterMaclean; Julia...Apr 6, 2015
Our April Newsletter, “Automatic Enrollment for 401(k) Plans”, discusses common uses of an automatic enrollment feature, along with some important considerations for the employer in ensuring that the feature achieves its desired result. To view the newsletter, please click here.Feb 5, 2015
TRPC’s February Newsletter, “Timing is Everything”, discusses the timing requirements for the deposit of employer matching and nonelective/profit sharing contributions to a qualified retirement plan. To view the newsletter, please click here.Dec 4, 2014
Our December Newsletter, “Year-End Compliance Testing Overview”, discusses the annual compliance tests that are required for a defined contribution retirement plan to retain its tax-qualified status. To view the newsletter, please click here.