Art of the Qualified Plan Audit

As previously discussed in K.I.S.S.: Keep it Simple and Straight Forward with Safe Harbor Plan Designs, the IRS requires that safe harbor 401(k) plans, prior to the beginning of each plan year, […]

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

In our previous blog entry Moving the Goal Posts of Humaneness, we went over the news of the IRS no longer allowing their Letter-Forwarding Service for the use of […]

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.

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.

Practitioners in the retirement plan industry are well aware of the fact that most small plans don’t have to undergo an audit by an independent qualified public accountant, while large plans do.

Following in his father’s footsteps, Art Vandelay has worked hard to expand the reach of his pizza chain across the whole state of Delaware…