Art of the Qualified Plan Audit

Compensation, you might think, should be easy to quantify. However, in a retirement plan, determining compensation can actually be quite complex.

Contrary to the retirement plan industry’s fears, the American Taxpayer Relief Act of 2012 (Act) did not reduce the contribution or compensation limits for retirement plans.

We are closing in on the New Year and just in time to help you meet your New Year’s resolution to meet all your deadlines, attached […]

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.

Having a target in mind is always a helpful approach when attempting to guide oneself towards a particular finish line.

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

In the world of qualified plans, an employee must be given credit for a ‘year of service’ for any ‘computation period’ […]

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

Occasionally, a new or existing tax client of our firm wants to set up a retirement plan. For a small employer with limited accounting and human resources […]

The employee benefit plan audit season is in full gear now and, if not already started, your employee benefit plan audit is most likely around the corner.