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...
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...
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...
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...
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...
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...
