We are closing in on the New Year and just in time to help you meet your New Year’s resolution to meet all your deadlines, attached […]
Yearly Archives: 2012
When the Department of Labor (DOL) made filing changes for Form 5500, it resulted in the revision of Form 8955-SSA. The revision also required that the form must now be filed with the IRS.
Having a target in mind is always a helpful approach when attempting to guide oneself towards a particular finish line.
As previously discussed in K.I.S.S.: Keep it Simple and Straight Forward with Safe Harbor Plan Designs, the IRS requires that safe harbor 401(k) plans, prior to the beginning of each plan year, […]
The 2013 plan limits were just released. Below is a chart that outlines the recently announced cost-of-living adjustments affecting retirement plans:
In our previous blog entry Moving the Goal Posts of Humaneness, we went over the news of the IRS no longer allowing their Letter-Forwarding Service for the use of […]
In one of our previous blogs Mind Watching My Stuff for a Minute?, we discussed how to go about finding a participant who is unresponsive to communications from the plan sponsor.
In the world of qualified plans, an employee must be given credit for a ‘year of service’ for any ‘computation period’ […]
Most people are familiar with the significance of April 15th as the day we all pay our fair share to Uncle Sam […]
Occasionally, a new or existing tax client of our firm wants to set up a retirement plan. For a small employer with limited accounting and human resources […]