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: Plan Sponsor Quarterly Update – Fall 2022 In this edition, we discuss… ESG Investments in Retirement Plans: Considerations for Plan Sponsors Senate Finance Committee Introduces the EARN Act; Next Step in SECURE 2.0 Best Practices for Year-End…
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
