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Winter: 2022 An Ideal Time to Review Plan Design

by Bill Black, Pension Specialist | Feb 2, 2022 | Newsletters

Winter Newsletter Sneak Peek In this edition, we discuss important 2022 deadlines, including Cycle 3 restatements, 401(k) plans for long-term part-time employees, and navigating the labyrinth of required minimum distributions.. Click on the button below to read the...

Fall 2021: Cost of Living Adjustments for 2022

by Bill Black, Pension Specialist | Nov 11, 2021 | Newsletters

Fall Newsletter Sneak Peek In this edition, we discuss retirement plan distribution fraud and the new contribution limits for 2022. Click on the button below to read the entire article… Fall...

Summer 2021: Missing Participants: Ready or Not, Here I Come!

by Bill Black, Pension Specialist | Sep 3, 2021 | Newsletters

Summer Newsletter Sneak Peek In this edition, we explore missing participants in retirement plans, the benefits of safe harbor plans, and provide an overview of cash balance plans. Click on the button below to read the entire article… Summer...

Spring 2021: Retirement Planning is a Team Sport

by Bill Black, Pension Specialist | May 7, 2021 | Newsletters

Spring Newsletter Sneak Peek In this edition, we explore the various players involved with retirement plan administration, mergers and acquisitions and their effect on retirement plans, and the newly issued guidance from the DOL on cybersecurity. Click on the button...

Winter 2021: The MEP/PEP Debate: Are We Better Together?

by Bill Black, Pension Specialist | Feb 21, 2021 | Newsletters

Winter Newsletter Sneak Peek In this edition, we explore multiple employer plans, relief provided under the most recent federal stimulus bill, and proper handling of salary deferral contributions, including DOL COVID-19 relief. Click on the button below to read the...

Fall 2020: Cost of Living Adjustments for 2021

by Bill Black, Pension Specialist | Nov 5, 2020 | Newsletters

2021 Cost of Living Adjustments On October 26, 2020, the IRS announced the COST OF LIVING ADJUSTMENTS affecting the dollar limitations for retirement plans. Contribution and benefit increases are intended to allow participant contributions and benefits to keep up with...
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Recent Posts

  • 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!
  • Spring 2021: Retirement Planning is a Team Sport
  • Winter 2021: The MEP/PEP Debate: Are We Better Together?
  • Fall 2020: Cost of Living Adjustments for 2021
  • Summer 2020: Electronic Delivery Could Save Billions

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: 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!

Contact Us

Bill Black
888.412.4120
321.397.0406
Bill@PensionSpecialist.net

Robert Penafiel
305.595.5500 x210
Robert@PensionSpecialist.net

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