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Employee Benefit Plans Articles

 

What Plan Sponsors Need to Know About DOL Enforcement and Red Flags

What Plan Sponsors Need to Know About DOL Enforcement and Red Flags

Posted by Thomas Burns on August 27, 2019

Plan sponsors are ultimately responsible for plan administration and operation and should know what to expect if they are selected for a Department of Labor audit.

 

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Close-up on Professional Standards for CPAs

Close-up on Professional Standards for CPAs

Posted by John Schiavone on June 17, 2019

CPAs rank among the most trusted professionals. And that trust is well warranted because of the extensive guidance that accountants and auditors must follow.

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Predicting Future Performance

Predicting Future Performance

Posted by Sherry DelleBovi on June 14, 2019

CPAs don’t have a crystal ball, but they can estimate your company’s future performance.

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New Law Eases SBA Financing Rules for ESOPS

New Law Eases SBA Financing Rules for ESOPS

Posted by Michael Grimaldi on April 11, 2019

Small business owners looking to convert their organization to an employee-owned company may have an easier path thanks to a new law signed by President Donald Trump last year.

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Remittance Schedules: How to Know and Meet Your Deadlines

Remittance Schedules: How to Know and Meet Your Deadlines

Posted by Thomas Burns on February 13, 2019

Part of offering a defined contribution plan, whether a 401(k) or a 403(b) plan, is making sure that the money participants contribute from their paycheck is deposited in their retirement account in a timely manner. While this might seem like a relatively minor and simple task in the scope of a plan sponsor’s fiduciary duties, the Department of Labor (DOL) views non-compliance with remittance rules as a major issue, and missing deadlines for deposits—even by a couple of days—can carry significant penalties.

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Plan Sponsors: Trends to Watch in 2019

Plan Sponsors: Trends to Watch in 2019

Posted by Thomas Burns on January 22, 2019

Last year brought many challenges to the employee benefits world: wide-ranging tax reform; European controls on electronic data protection; a divided United States Congress; market fluctuations; and persistently low unemployment, among others.

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2019 Cost-of-Living Adjustments for Qualified Retirement Plans

2019 Cost-of-Living Adjustments for Qualified Retirement Plans

Posted by Thomas Burns on October 25, 2018

The following table summarizes key 2019 cost-of-living adjustments (COLA) for pension plans and selected other items announced by Internal Revenue Service. 

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