Newsletters

Fun with Forfeitures

Fun with Forfeitures

View This Newsletter: Fun with Forfeitures Overview: As participants in 401(k)/profit sharing plans, we know that a vesting schedule can apply to a portion of our account balance. But what happens to that non-vested portion after we terminate employment? Those monies…

Determining Retirement Plan Compensation

Determining Retirement Plan Compensation

View This Newsletter: Determining Retirement Plan Compensation Overview: This newsletter explains the intricacies involved with determining retirement plan compensation. Determining Retirement Plan Compensation Compensation used for: Calculating contributions Applying limits Conducting non-discrimination testing Determining tax deductions Overview Four General Definitions W-2…

Depositing Retirement Plan Contributions – Retirement Plan Update February/March

Depositing Retirement Plan Contributions – Retirement Plan Update February/March

View This Newsletter: Depositing Retirement Plan Contributions Overview: Depositing Employee 401(k) Elective Deferrals Deadlines Definition of “as soon as possible” Depositing Company Contributions Tax Deductions Not for Profit Organizations (NPO) Deadline Contribution Limits Annual Additions Limit Test Corrections Actual Deferral Percentage…

Schedule a Call

Let's talk!

Close