by Bill Black, Pension Specialist | May 1, 2023 | Uncategorized
Spring Newsletter Sneak Peek In this edition, we discuss: Plan Participants: The More They Know, The Better Beneficiary on File? News Flash! DC Plans: Form 5500 News, DB Plans: Plan Document News Upcoming Compliance Deadlines Click on the button below to read the...
by Bill Black, Pension Specialist | Feb 2, 2023 | Newsletters
Winter Newsletter Sneak Peek In this edition, we discuss SECURE 2.0 (both current and future changes), Year-End Data Requests, and Compliance Deadlines. Click on the button below to read the entire article… Winter...
by Bill Black, Pension Specialist | Nov 1, 2022 | Newsletters
Fall Newsletter Sneak Peek In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for the CARES Act and SECURE Act Amendments, and important 2022 deadlines. Click on the...
by Bill Black, Pension Specialist | Aug 9, 2022 | Newsletters
Summer Newsletter Sneak Peek In this edition, we discuss Form 5500 insights, the new IRS pre-examination compliance program announced in June, and upcoming compliance deadlines. Click on the button below to read the entire article… Summer...
by Bill Black, Pension Specialist | May 4, 2022 | Uncategorized
Spring Newsletter Sneak Peek The spring edition of our Benefit Insights Newsletter has arrived! In this edition, we discuss important 2022 deadlines, including timing of deposits for 401(k)/403(b) deferrals and loan repayments and new information on participant...
