by Deanna Fisher | Nov 4, 2022 | Uncategorized
Deadline for CARES Act and SECURE Act Amendments Extended The original due date of the CARES Act and SECURE Act amendments for qualified plans, other than governmental plans, was the last day of the first plan year beginning on or after January 1, 2022, which means...
by Deanna Fisher | Nov 4, 2022 | Uncategorized
Save or Toss? Proper Plan Record Storage a Must! As the year comes to a close, you may wonder what plan records must be kept and what items can be tossed. Historical plan records may need to be produced for many reasons: an IRS audit, a DOL investigation or simply...
by Deanna Fisher | Nov 4, 2022 | Uncategorized
New Plan Year Checklist Each year, a great deal of attention is paid to the upcoming year end work: census gathering, compliance testing, 5500s, oh my! But the year-end also brings with it a host of items that may need attention before the year closes. Below are a few...
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