April 3, 2024

Plan Year Compliance Packages

April 3, 2024

With the ever increasing need for complete disclosure; managing and maintaining all of the documents, forms, testing results, tax filings, etc. has become a daunting and exhaustive task. In addition, the regulatory agencies charged with auditing and investigating retirement plans continue to raise their expectations with respect to the formal policies and procedures implemented and…

March 6, 2024

Tax Credit For Small Employer Start-Up Plans

March 6, 2024

Although available for over two decades, it is still surprising to see the general lack of awareness that most employers have regarding their eligibility for a tax credit in connection with their establishment of a retirement plan. As a result, this article is intended to familiarize readers with this tax credit so that they can…

October 4, 2023

Required Minimum Distributions

October 4, 2023

As we approach the end of the calendar year, it is important to be reminded about one frequently overlooked retirement plan requirement. Upon attainment of age 73, certain participants of a tax-qualified retirement plan may be required by federal tax law to withdraw a minimum amount from such plan each year. These mandatory distributions are…