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...
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...
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...
