Military Family Tax Benefits

Serving in the armed forces is a sacrifice for the person on…

The Department of Labor Increases Its Focus on Plan Sponsors

In November, Did You Receive an Email from the Department of…

Prepare Budgets Now for 2016 New Overtime Rules

New rules for overtime pay for salaried (exempt) employees are…

Time to get it right: Independent Contractor vs. Employee

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

No rush! More time for 401(k) and 403(b) disclosures

Last year, plan sponsors had to provide annual investment disclosures…

Q&A for Filing Form 5500

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

What to include in a Record Retention Policy – Part 2 of 2

You have two types of records to retain – plan records and…

Why Retirement Plans Need Record Retention Policies - Part 1 of 2

Here’s a scenario: Jane applies for Social Security benefits…

The birthday effect on retirement plans

Birthdays sneak up on all of us, but if you’re a plan sponsor,…

Looking ahead to 2013 - contribution limit changes

With so much uncertainty about taxes for 2013, your employees…