Compliance Alert
Upcoming Compliance Deadlines: 9/15 Extended deadline for S corporation tax returns (IRS Form 1120S) 9/15 Extended deadline for partnership [...]
Don’t Let Employee Tip Income Trip You Up
While 2020 hasn’t been kind to tipped employees during the COVID-19 pandemic, employees with substantial tip income can pose an [...]
CARES Act Balancing Act – Helping Employees Recoup Retirement Savings
The Coronavirus Aid, Relief, and Economic Security (CARES) Act’s retirement plan provisions are designed to throw a financial lifeline to [...]
Is it Time for a Collective Investment Trust?
Is it time for a collective investment trust? A collective investment trust (CIT) is a type of trust winning the [...]
Demystifying Plan Audits
Proactive risk management can ease the process of plan audits Generally, the odds of receiving notice of plan audits from [...]
Employee Benefits Update – Compliance Alert
Upcoming compliance deadlines: 6/30 Deadline for processing corrective distributions for failed actual deferral percentage / actual contribution percentage (ADP/ACP) tests [...]
Employee Benefits Update – Study Finds Trend of Fee Cost Reduction
Reap the rewards of managed fund fees Good news for retirement plan participants: The multi-year trend of regular asset management [...]
Employee Benefits Update – COVID-19 pandemic
COVID-19 pandemic CARES Act expands financial options for impacted plan participants In its efforts to reduce financial strains caused by [...]
Employee Benefits Update April/May 2020
This issue’s topics include: SECURE Act 101 New law changes plan policies, creates design options Defined contribution plan sponsors have [...]
Employee Benefits Update February/March 2020
This issue's topics include: IRS clarifies meaning of plan “contribution” for tax deduction purposes When is an employer contribution to [...]