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Read this before making a distribution to a beneficiary in 2020

USA - January 8 2020 As discussed in our previous blog post, the SECURE Act changes the date that employees are required to begin making retirement distributions from...

Failing to File Form 5500 Just Became More Costly

USA - January 6 2020 Changes have been made to the penalties that may be assessed against employers since our last article on Form 5500 filings. As a reminder, Form 5500...

Cadillac Tax Sent to the Junkyard; but PCORI has New Life

USA - December 27 2019 Along with the impact that the SECURE Act has on retirement plans, the Act will also affect health and welfare plans. The SECURE Act modified parts...

An Early Christmas Present from the IRS-New Form 1095 Transition Relief

USA - December 4 2019 The IRS again announced that it is extending the deadline for large employers (generally those with 50 or more full-time equivalent employees in the...

Time to Issue Annual Retirement Plan Notices

USA - November 12 2019 Now that the cost of living adjustments have been issued for 2020, it is time for plan sponsors to finalize and issue their annual notices to...