Safe Harbor Plan Status

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.

401k Audit Delaware

2014 Plan Limits

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.

Making the Other Half Whole

When entering into a relationship such as marriage, there are immediate changes in one’s life. One of those is, of course, the requirement to consent.

What the Heck is a QNEC?

You may have asked yourself the title question after hearing ‘QNEC’ or ‘QMAC’ in a discussion related to ADP/ACP testing.

What Statute of Limitations?

Many of our retirement plan clients who receive a letter from the IRS indicating their plan is the lucky winner of the “You’ve Been Selected” contest […]