Looking ahead to 2013 - contribution limit changes

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

More info on the service provider fee disclosure regulation

In light of plan sponsors’ need to disclose fees to plan participants…

Be sure to fix improper forfeiture suspense accounts

A common plan mistake that I see is plan sponsors not monitoring…

Automatic extension for Form 8955-SSA

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

Trustees vs. Fiduciaries

Representatives from our firm recently spoke at a seminar for…

IRS Announces Pension Plan Limitations for 2011

The IRS announced cost of living adjustments affecting dollar…