Category: Retirement Plans
401(k) Plan Restatements Required by July 2022
For defined contribution plans, the current restatement cycle will close on July 31, 2022, meaning…
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Boost Tax Deductions by Adopting a Workplace Retirement Plan
Employers who could use a federal income tax deduction for 2020 can consider retroactively adopting…
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Audit Communications to Plan Sponsors Under SAS 136
SAS 136 will meaningfully change the employee benefit plan audit process for plan sponsors with…
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Navigating the Complexities of Nonqualified Deferred Compensation Plans
While NQDC plans are common among U.S. companies, some employers may not be aware of…
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DOL Issues Cybersecurity Guidance for Retirement Plans
Earlier this year, the Department of Labor (DOL) outlined a range of practices for combatting…
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Retirement Plans & Missing Participants: New DOL Guidance
The DOL’s “Missing Participants — Best Practices for Pension Plans” describes a range of steps…
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Hardship Distributions: What Retirement Plan Sponsors Need to Know About Complying with Recent Changes
Retirement plan sponsors should review these recent changes related to hardship distributions to ensure compliance…
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Upcoming Changes to ERISA Benefit Plan Audits: What Plan Sponsors Need to Know
Plan sponsors should begin preparing for new standards related to ERISA employee benefit plans, including…
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FAQs for Retirement Plan Sponsors and Employees on CARES Act Relief
The CARES Act was a rapid response by the federal government to help businesses and…
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On the Horizon: Possible Retirement Plan Changes with SECURE Act 2.0
Brief overview of some potential changes on the horizon under a SECURE Act 2.0, which…
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