The SECURE Act Reminders

The SECURE Act Reminders

by | Nov 12, 2020 | Uncategorized

The SECURE Act Reminders   With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006. This legislation came to...
The CARES ACT Update

The CARES ACT Update

by | Nov 12, 2020 | Uncategorized

The CARES ACT Update 2020 has been a difficult year with many unexpected challenges. For companies that sponsor retirement plans, some of these challenges came in the form of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. While the CARES Act provided...
Required Year-End Participant Notices

Required Year-End Participant Notices

by | Nov 12, 2020 | Uncategorized

Required Year-End Participant Notices   As the end of the year approaches, our to-do lists become longer but our bandwidth becomes condensed. To compound matters, when you sponsor a retirement plan, you know you will be in close contact with your TPA firm about...
Cycle 3 Plan Document Restatements

Cycle 3 Plan Document Restatements

by | Nov 12, 2020 | Uncategorized

Cycle 3 Plan Document Restatements   Approximately every six years, the IRS requires that pre-approved qualified retirement plans update (or restate) their plan document to reflect recent legislative and regulatory changes. Plan restatements are divided into...