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

View This Newsletter: Missing Participants: Ready or Not, Here I Come! Retirement Planning is a Team Sport In this edition, we explore missing participants in retirement plans, the benefits of safe harbor plans, and provide an overview of cash balance…

View This Newsletter: Retirement Planning is a Team Sport Retirement Planning is a Team Sport In this edition, we explore the various players involved with retirement plan administration, mergers and acquisitions and their effect on retirement plans, and the newly…

View This Newsletter: MEPs and PEPs; Recent Legislative Changes MEPs and PEPs; Recent Legislative Changes In this edition, we explore multiple employer plans, relief provided under the most recent federal stimulus bill, and proper handling of salary deferral contributions, including…