Looking ahead to 2013 – contribution limit changes

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

More info on the service provider fee disclosure regulation

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In light of plan sponsors’ need to disclose fees to plan participants…

Be sure to fix improper forfeiture suspense accounts

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A common plan mistake that I see is plan sponsors not monitoring…

Automatic extension for Form 8955-SSA

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IRS Form 8955-SSA, the Annual Registration Statement Identifying…

Trustees vs. Fiduciaries

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Representatives from our firm recently spoke at a seminar for…

IRS Announces Pension Plan Limitations for 2011

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The IRS announced cost of living adjustments affecting dollar…