2023 Benefit Plan Limits and Thresholds
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...
09 March, 2023
401k Tag
Does Your Company Need an Employee Benefit Plan Audit?
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...
27 February, 2023
Tax Planning: Roth Options
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;...
21 November, 2022
5 Tax Planning Tips For Retirees
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...
23 May, 2022
Performing a 401(k) Retirement Plan Self-Checkup
(authored by RSM US LLP) When an employer sponsors a retirement plan for its employees, it must carefully consider, and continually monitor, the plan provisions....
17 September, 2021
Retirement Plan Employer Deadlines – July 31
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...
13 July, 2021
IRS has granted COVID-19 relief regarding safe harbor 401(k) plans
Authored by RSM US LLP IRS will permit midyear amendments to plan contribution formulas. TAX ALERT | June 30, 2020 In response to the economic crisis related to the COVID-19 pandemic, the...
27 July, 2020