2021 Tax Season: New Legislation Roundup

As we start off 2022, it’s important to be familiar with the…

401(k) Nondiscrimination Testing: What is it, and how does it apply to your plan?

401(k) plans are meant to give employees the ability to save…

Employee Benefit Plans: Contribution Remittances and COVID-19

When the COVID-19 pandemic began in March 2020, there were a…

Multiple and Pooled Employer Plans: What’s Right for Your Small Business?

Some smaller organizations may forgo starting a 401(k) plan for…

American Rescue Plan: COBRA Subsidy Explained

Please note: This blog is current to the date of its publication,…

How to Prepare for A Seamless 401(K) Audit

Scenario: 2021 is here, and your organization’s 401(K) Plan…

How to Select a 401(k) Auditor

Consider this scenario: It’s the beginning of the new year,…

Employee Benefit Plans: 401(K) Relief Under the CARES Act

Please note: This blog is current to the date of its publication,…

Employee Benefit Plan Audits: Remembering the 80-120 Rule

Year-end closed? Check. Tax return completed? Check. Employee…

Retirement Plans: IRS Updates to Hardship Distributions

In September 2019, the IRS published a Final Rule in the Federal…