Category: Retirement Plans

401k plan meeting
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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tax deduction workplace retirement plans
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 sas 136
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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NQDC Plans
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 cybersecurity retirement
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 plan missing participants
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
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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SAS 136
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 & Employees on CARES Act Relief
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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Potential Changes Under SECURE Act 2.0
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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