by Deanna Fisher | Nov 16, 2021 | Uncategorized
Form 5500 Filing Extension for FEMA Designated Disaster Areas On August 31st, 2021, the IRS issued guidance extending tax filing deadlines for Form 5500 in areas designated by the Federal Emergency Management Agency (FEMA) as qualifying for assistance due to Hurricane...
by Deanna Fisher | Nov 16, 2021 | Uncategorized
Save More for Retirement in 2022 On November 4, 2021, the IRS announced the Cost of Living Adjustments affecting the dollar limitations for retirement plans for 2022. In October, the Social Security Administration announced a benefit increase of 5.9%, the largest...
by Deanna Fisher | Aug 10, 2021 | Uncategorized
Looking to Maximize Savings? Cash Balance Could Be the Answer! So, you established a 401(k) plan for your company and have been contributing consistently for years. The plan has likely afforded your company significant tax savings and has allowed you to attract and...
by Deanna Fisher | Aug 10, 2021 | Uncategorized
Safe Harbor: A Cure For Your Testing Headaches A crucial requirement for 401(k) plans is that the plan must be designed so it does not unfairly favor highly compensated employees (HCEs) or key employees (such as owners) over non-highly compensated employees...
by Deanna Fisher | Aug 10, 2021 | Uncategorized
Missing Participants: Ready or Not, Here I Come! Most plan sponsors can relate to the trials and tribulations of having missing participants in their retirement plan. At times, it may feel like you are on the losing end of an intense game of hide-and-seek. Your...
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