Military Family Tax Benefits

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Serving in the armed forces is a sacrifice for the person on…

The Department of Labor Increases Its Focus on Plan Sponsors

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In November, Did You Receive an Email from the Department of…

Prepare Budgets Now for 2016 New Overtime Rules

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New rules for overtime pay for salaried (exempt) employees are…

Time to get it right: Independent Contractor vs. Employee

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Worker classification is always important to the IRS. But now…

No rush! More time for 401(k) and 403(b) disclosures

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Last year, plan sponsors had to provide annual investment disclosures…

Q&A for Filing Form 5500

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As you prepare to file Form 5500 by the July 31 deadline, here…

What to include in a Record Retention Policy – Part 2 of 2

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You have two types of records to retain – plan records and…

Why Retirement Plans Need Record Retention Policies – Part 1 of 2

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Here’s a scenario: Jane applies for Social Security benefits…

The birthday effect on retirement plans

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Birthdays sneak up on all of us, but if you’re a plan sponsor,…

Looking ahead to 2013 – contribution limit changes

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With so much uncertainty about taxes for 2013, your employees…