Q&A for Filing Form 5500

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

Trustees vs. Fiduciaries

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Representatives from our firm recently spoke at a seminar for…

Guidelines for Plan Consultants

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Many plan sponsors hire consultants to provide expert advice…

Minimizing fiduciary risk - part 2 of 2

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Thankfully, there are tangible actions you can take to manage…

3 ways to get added value from your EBP audit

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Once you’ve chosen the right auditor for your plan, you can…

ERISA proposing new definition of fiduciaries

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Recently, the Employee Benefits Security Administration announced…

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.

Protecting yourself and your company from legal attack

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We live in a litigious world. And, unfortunately, 401(k) plan…

Five Ways to Lose Your Tax Exempt Status Part 5

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A failure to timely remit contributions and loan repayments The…

Five Ways to Lose Your Tax Exempt Status Part 4

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Problems with Discrimination The discrimination tests are vital…