by Bill Black, Pension Specialist | Feb 17, 2025 | Newsletters
Winter Newsletter Sneak Peek In this edition, we discuss: Keep On Talkin’ Lost but Not Forgotten Which Bond is Best? Upcoming Compliance Deadlines Click on the button below to read the entire article… Winter...
by Bill Black, Pension Specialist | May 3, 2024 | Newsletters
Spring Newsletter Sneak Peek In this edition, we discuss: Is Automatic Enrollment Required for Your Plan? A Refresher on RMDs New Questions on the 2023 Form 5500 Upcoming Compliance Deadlines Click on the button below to read the entire article… Spring...
by Bill Black, Pension Specialist | Feb 5, 2024 | Newsletters
Winter Newsletter Sneak Peek In this edition, we discuss: Components of Defined Contribution Plan Compliance Testing Does My Plan Need an Audit? 401(k) deferrals: Don’t exceed the limit! Reminder: Long-Term, Part-Time Employee Rules Effective January 1, 2024...
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 | 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...
