Participant Loan Refinancing

Administrative simplicity or empathy for participants in need? Allowing more than one participant loan in a retirement plan is not a black and white determination.

The 5500-EZ Delinquent Filer Program

In the retirement plan industry, 2 + 2 can be 4, or many other amounts depending on the actuarial assumptions used. Similarly, one-participant plans can actually cover hundreds of participants.

Correction Plan Errors - 401k Audit Delaware

Correction Program Options for Retirement Plan Errors

Posted by Maria T. Hurd, CPA In a highly regulated industry with complicated rules that always have exceptions (except when the exception does not apply) it is inevitable that sooner or later a failure to follow the plan document will take place. Such operational errors can be corrected through the IRS Employee Plan Compliance Resolution System (EPCRS) in one of … Continued