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Spring 2023: Newsletter Plan Participants The More They Know The Better

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...

Winter 2023: SECURE 2.0 is a GO

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...

Fall 2022: Cost of Living Adjustments for 2023

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...

Summer 2022: Form 5500 Insights

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...

Spring: 2022 Deadlines, Deposit Timing & More

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...
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Recent Posts

  • Spring 2023: Newsletter Plan Participants The More They Know The Better
  • Winter 2023: SECURE 2.0 is a GO
  • Fall 2022: Cost of Living Adjustments for 2023
  • Summer 2022: Form 5500 Insights
  • Spring: 2022 Deadlines, Deposit Timing & More
  • Winter: 2022 An Ideal Time to Review Plan Design
  • Fall 2021: Cost of Living Adjustments for 2022
  • Summer 2021: Missing Participants: Ready or Not, Here I Come!

Learn More About…

  • Common Retirement Mistakes
  • Compound Interest
  • The Retirement Crisis
  • Types of Plans

Take Action…

  • Implement a Plan
  • Request an Illustration
  • Review and Redesign 401(k) Plan
  • Contact Us

Latest News…

  • Spring 2023: Newsletter Plan Participants The More They Know The Better
  • Winter 2023: SECURE 2.0 is a GO
  • Fall 2022: Cost of Living Adjustments for 2023
  • Summer 2022: Form 5500 Insights

Contact Us

Bill Black
888.412.4120
321.397.0406
Bill@PensionSpecialist.net

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