by Natalie Harris | Jan 1, 2023 | Benefit Insights Newsletters
Winter 2023 – Benefit Insights Newsletter SECURE 2.0 is a GO! | Is it already time to complete another year-end data request? | Stay tuned! Secure 2.0 Act of 2022 includes some action items that may produce beneficial changes in the future. | Upcoming Compliance...
by Natalie Harris | Dec 5, 2022 | Benefit Insights Newsletters
Winter 2022 – Benefit Insights Newsletter 2022 – An Ideal Time to Review Plan Design | SECURE Act Provisions for Long-Term Part-Time Employees | Navigating the Labyrinth of Required Minimum Distributions | Upcoming Compliance Deadlines for Calendar-Year Plans...
by Natalie Harris | Oct 1, 2022 | Benefit Insights Newsletters
Fall 2022 – Benefit Insights Newsletter Cost of Living Adjustments for 2023 | New Plan Year Checklist | Save or Toss? Proper Plan Record Storage a Must! | Deadline for CARES Act and SECURE Act Amendments Extended | Upcoming Compliance Deadlines for Calendar-Year Plans...
by Natalie Harris | Jun 5, 2022 | Benefit Insights Newsletters
Summer 2022 – Benefit Insights Newsletter Form 5500 Insights | New IRS Pre-Examination Compliance Program Announced | Q&A Corner | Upcoming Compliance Deadlines for Calendar-Year Plans Every year, most employers file a Form 5500 for each qualified plan that they...
by Natalie Harris | Apr 5, 2022 | Benefit Insights Newsletters
Spring 2022 – Benefit Insights Newsletter Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments | New Information on Participant Statements: Lifetime Income Illustrations | Upcoming Compliance Deadlines for Calendar-Year Plans One of the questions asked by...
by Natalie Harris | Oct 5, 2021 | Benefit Insights Newsletters
Fall 2021 – Benefit Insights Newsletter Save More for Retirement in 2022 | Form 5500 Filing Extension for FEMA Designated Disaster Areas | Participant Distribution Fraud in the “New Normal” | Upcoming Compliance Deadlines for Calendar-Year Plans On November 4, 2021,...
