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

Know Your Limits

Our lives are filled with limits; speed limits, credit limits, time limits, and a number of different retirement plan limits.

Safe Harbor Plans - 401k Audit Delaware

Mid-Year Amendments to Safe Harbor Plans

It is not often that we can give our clients good news as a result of new guidance from the Internal Revenue Service, but thanks to Notice 2016-16, Mid-Year Changes to Safe Harbor Plans and Safe Harbor Notices, we have fantastic news.

401k Audit Delaware

Never Too Early for New Year’s Resolutions

Every year, right around December 31st (and closer to January 1!), we sit down and start to draft up resolutions for the upcoming new year. Whether it’s aiming for a healthier life style, setting aside for targets at work, or perhaps being more fiscally responsible, it’s important to not only make these goals, but to have a plan in place for accomplishing them as well.