by Bill Black, Pension Specialist | Nov 8, 2023 | Newsletters
Fall Newsletter Sneak Peek In this edition, we discuss: Cost of Living Adjustments for 2024 Considering Changes to Your Business? Don’t Forget About Your Plan! Good News on Catch-Up Contributions News Alert! Grace Periods Extended for EFAST2 Login Credentials...
by Bill Black, Pension Specialist | Sep 26, 2023 | Newsletters
Summer Newsletter Sneak Peek In this edition, we discuss: Bonds: Is your plan covered? It doesn’t hurt to double check! We’re here for you! Are Changes Needed to the Plan? Upcoming Compliance Deadlines Click on the button below to read the entire...
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...
