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Looking ahead to 2013 – contribution limit changes

Pension Plans

Looking ahead to 2013 – contribution limit changes

With so much uncertainty about taxes for 2013, your employees may get a serious case of ‘every little bit counts’ Read More >>

More info on the service provider fee disclosure regulation

In light of plan sponsors’ need to disclose fees to plan participants by August 30, 2012, I want to be Read More >>

Be sure to fix improper forfeiture suspense accounts

A common plan mistake that I see is plan sponsors not monitoring forfeiture accounts. Forfeiture accounts occur when monies are Read More >>

Automatic extension for Form 8955-SSA

IRS Form 8955-SSA, the Annual Registration Statement Identifying Separated Participants with Deferred Vested Benefits, originally had a due date of Read More >>

Trustees vs. Fiduciaries

Representatives from our firm recently spoke at a seminar for financial planners and one of the attendees had a question Read More >>

IRS Announces Pension Plan Limitations for 2011

The IRS announced cost of living adjustments affecting dollar limitations and other retirement-related items for 2011. In general, the limits Read More >>