Month: November 2013
You can’t just WISH yourself into SAFE HARBOR PLAN status
November 22, 2013
Much like people who make a wish to be fit with the turkey wishbone after a Thanksgiving feast, many plan sponsors think that their INTENT to be a safe harbor plan is a sufficient defense when they have not met the requirements to be a safe harbor plan.
Does your auditor exceed EBPAQC requirements?
November 18, 2013
CPA firms that perform employee benefit audits can voluntarily join the American Institute of Certified Public Accountants’ EBPAQC (the Center).
2014 Plan Limits
November 06, 2013
The 2014 plan limits were just released. Included in this blog is a chart that outlines the recently announced cost-of-living adjustments affecting retirement plans.