Summertime brings not just sunshine but also critical 401(k) audit deadlines for many organizations. This comprehensive guide breaks down when an audit is necessary, common pitfalls to avoid, and best...
Explore two popular retirement plans, SEP IRA and Solo 401(k), for the self-employed in this overview, focusing on their benefits, drawbacks, and the strategic considerations for choosing between them. Learn...
Considering delaying retirement for better financial stability? This article explores the strategic advantages of working a few more years before you finally call it quits. Discover how this decision can...
If you are an employer or benefits administrator, it is important to stay up-to-date on the latest benefit plan limits and thresholds to ensure that your plans are in compliance...
An employee benefit plan audit is a periodic and independent examination of a company’s benefit plans that are subject to ERISA. If your company currently offers or plans to...
View Retirement Tax Planning Guide Roth Options A potential downside of tax-deferred saving is that you’ll have to pay taxes when you make withdrawals at retirement. Roth plans, however, allow tax-free distributions;...
There’s a common misconception that, after retirement, tax bills shrink, tax returns become simpler and tax planning is a thing of the past. That may be true for some, but...
2020 Form 5500 Deadline (Calendar Year Plans) – July 31, 2021 The deadline to file Form 5500 Annual Return/Report of Employee Benefit Plan (including Forms 5500-SF and 5500-EZ) for the 2020...