REVIEW OF QUALIFIED RETIREMENT PLAN LEGISLATION – Spring 2021 Newsletter
RETIREMENT PLANNING IS A TEAM SPORT SOME WOULD SAY THAT RETIREMENT PLAN ADMINISTRATION IS A TEAM SPORT! Putting together technical and compliance competence with ongoing investment and fiduciary expertise is key to keeping your plan healthy and participants happy. So,...
Annual Data Collection: Pandemic Edition
THE END OF THE YEAR IS QUICKLY APPROCHING WHICH MEANS ANNUAL DATA COLLECTION REQUESTS FOR MANY PLAN SPONSORS. We all know the drill by now, annual census data, an employer questionnaire, and plan asset information. While this process may be all too familiar for some...
Cost of Living Adjustments for 2021
ON OCTOBER 26TH, 2020, THE IRS ANNOUNCED THE COST OF LIVING ADJUSTMENTS AFFECTING THE DOLLAR LIMITATIONS FOR RETIREMENT PLANS. Contributions and benefit increases are intended to allow participant contributions and benefits to keep up with the “cost of...
Electronic Delivery Could Save Billions
On May 21, 2020 The US Department of Labor and Employee Benefits Security Administration (EBSA) announced the publication of a final rule that will allow employers to communicate the required retirement plan disclosures and other plan information electronically. READ...
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