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.

2013 Plan Limits

The 2013 plan limits were just released. Below is a chart that outlines the recently announced cost-of-living adjustments affecting retirement plans:

Moving the Goal Posts of Humaneness

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.

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 […]