LATEST NEWS
SECURE Act: New Legislation Aims to Improve Retirement Plans
As you may already know, the SECURE Act – which stands for “Setting Every Community Up for Retirement Enhancement” – was recently signed by President Trump, and ...
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IRS Revises EPCRS Program Making Certain Errors Easy and Less Costly to Correct
On April 19, 2019, the IRS released Revenue Procedure 2019-19 expanding the self-correction program and making it more liberal and cost-effective for plan sponsors to correct mistakes ...
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401(k) and 403(b) Plan Compensation: Common Errors with Examples
A frequent challenge encountered with many 401(k) and 403(b) plans is the treatment of compensation for purposes of employee and employer contributions. In fact, one the most ...
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Upcoming 403(b) Plan Document Restatement Deadline
Friendly Reminder: Upcoming 403(b) Plan Document Restatement Deadline January 2019 With a couple of caveats, 403(b) nonprofit plan sponsors must establish and maintain their plans in accordance ...
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