Plan year 2020 deadlines for calendar year retirement plans
January 31, 2020 Deadline for mailing IRS Forms 1099-R to plan participants February 28, 2020 Deadline for mailing IRS Forms 1099-R to... Read More
2019 List of Required Amendments for Qualified Retirement Plans
The IRS has issued its 2019 list of required amendments for qualified retirement plans. The 2019 Required Amendments (RA) list for individually... Read More
3 Qualified Retirement Plan Ideas for Business Owners
The New Year is just around the corner. This is the time of year when business owners have a better sense of... Read More
IRS Releases 2020 Limits on Benefits and Contributions
The IRS recently released the limitations on benefits and contributions under qualified retirement plans. Below is a summary of the 2020 IRS... Read More
The key to retirement security is picking the right plan for your business
If you’re a small business owner you may want to set up a tax-favored retirement plan for yourself and any employees. Several... Read More
Deadline to implement a new Safe Harbor 401(k) Plan for 2019 is October 1
There are two ways for a 401(k) Plan to achieve Safe Harbor status. Employers make a 3% nonelective contribution for all eligible... Read More
A few basics of safe harbor 401(k) plans
Many growing businesses and other types of employers want to offer a 401(k) plan but don’t want to deal with the stress... Read More
DOL expands retirement plan options for smaller businesses
The U.S. Department of Labor (DOL) has released a final rule which should make it easier for smaller businesses to provide retirement plans to their employees.
What happens if I cannot make the minimum required contribution to my Cash Balance Plan?
The latest you can make the minimum required contribution to a Cash Balance Plan (or Defined Benefit Plan) is 8.5 months after... Read More
Cash Balance Plans | What should advisors know?
If you have any questions regarding the content of this webinar view our Q&A section below or reach out to Wendy Frame or Jeremy Palm. Q: If... Read More