You can’t just WISH yourself into SAFE HARBOR PLAN status

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.

With Change Comes More Change! – Form 5558

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.

A Deadline and a Lifeline

Most people are familiar with the significance of April 15th as the day we all pay our fair share to Uncle Sam […]