Time to get it right: Independent Contractor vs. Employee

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Worker classification is always important to the IRS. But now…

Q&A for Filing Form 5500

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As you prepare to file Form 5500 by the July 31 deadline, here…

Everyone needs a tax guide

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Today's topic is a departure from what I usually write about,…

Answering a question about small employer health insurance credits

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One of the readers on our 401kcpa blog asked a question about…

Update on the new DOL rules

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While we wait for the official DOL ruling about plan fees, here’s…

Automatic extension for Form 8955-SSA

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IRS Form 8955-SSA, the Annual Registration Statement Identifying…

What to do with your 403(b) plan with a loss of tax-exempt status

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Losing or not qualifying for tax exemption under 501(c)(3) is…

ERISA proposing new definition of fiduciaries

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Recently, the Employee Benefits Security Administration announced…

DOL Does Not Extend 2009 Form 5500 Filing Deadline

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From the AICPA Employee Benefit Audit Quality Center (October…

3 Steps to Reduce Plan Sponsor Liability

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One thing that concerns me most when I do a plan audit is the liability of the plan sponsor. So, in the next few posts, you’ll get information about how to reduce your exposure and liability with plan participants, the Department of Labor and the IRS. The first step is to take a look at the way the plan is structured – whether it’s brand new or has been in place for years.