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 announced the Cost of Living Adjustments affecting the dollar limitations for...
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 factors, including: how the business is structured, how much the owners wish to save,...
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 plan sponsors can relate to the trials and tribulations of having missing...
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 CalSavers or establish their own plan, such as a 401(k) plan. CalSavers (previously...
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 plan administration is a team sport! Putting together technical and...
Winter 2021 TRPC Newsletter brings with it a new edition, filled with important updates and news to keep you informed about your retirement plan. In addition to the latest trends and best practices, this issue will also provide a rundown of upcoming compliance deadlines. With the end of the year fast approaching, it’s more important than...
