View This Newsletter: Form 5500 Insights Form 5500 Insights In this edition, we discuss Form 5500 insights, the new IRS pre-examination compliance program announced in June, and upcoming compliance deadlines. Learn more  

View This Newsletter: Plan Sponsor Quarterly Update – Summer 2022 In this edition, we discuss… IRS Launches Pre-Audit Correction Program House Passes and Senate Debates SECURE 2.0 Fiduciary Tune-Up   Learn more

View This Newsletter: Timing of Deposits: 401(k)/403(b) Deferrals and Loan Repayments Timing of Deposits: 401(k)/403(b) Deferrals and Loan Repayments In this edition, we discuss important 2022 deadlines, including timing of deposits for 401(k) and 403(b) deferrals and loan repayments, as…

View This Newsletter: Plan Sponsor Newsletter – Spring 2022 In this edition, we discuss… Plan Investments and the Invasion of Ukraine DOL Chimes in on Cryptocurrency Lifetime Income Illustrations   Learn more

View This Newsletter: An Ideal Time to Review Plan Design An Ideal Time to Review Plan Design In this edition, we discuss matching plan design to goals, Long-Term Part-Time Employees, required minimum distributions, and more. Learn more

View This Newsletter: Plan Sponsor Newsletter – Winter 2022 In this edition, we discuss… What’s New in Washington D.C. Best Practices for Plan Sponsors: Gearing Up for Testing Season Plan Theft as DOL Area of Focus   Learn more

View This Newsletter: Cost of Living Adjustments for 2022 Cost of Living Adjustments for 2022 In this edition, we discuss retirement plan distribution fraud and the new contribution limits for 2022. Learn more