View This Newsletter: Plan Participants: The More They Know, The Better Plan Participants: The More They Know, The Better In this edition, we discuss: Plan Participants: The More They Know, The Better Beneficiary on File? News Flash! DC Plans: Form…

Breaking News: Change in Participant Count Methodology For Plan Audit Threshold

View This Newsletter: Plan Sponsor Quarterly Update – Spring 2023 In this edition, we discuss… Hot Topic: DOL ESG Final Rule Sparks Action Best Practices for Plan Sponsors: Following the ESG Final Rule What’s New In Washington: SECURE 2.0 Permits…

View This Newsletter: Plan Sponsor Quarterly Update – Winter 2023 In this edition, we discuss… Whatʼs New in Washington: SECURE 2.0 is Back … Back Again! Hot Topic: Highlight on SECURE 2.0’s Small Employer Pension Plan Start-Up Credit Best Practices…

View This Newsletter: Cost of Living Adjustments for 2023 Cost of Living Adjustments for 2023 In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for…

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