by Natalie Harris | Nov 12, 2024 | Uncategorized
As the time approaches to complete your annual data collection, you may be asked if any deposits to the plan were not made in a timely manner. Money withheld from a participant’s paycheck as pre-tax deferrals, Roth deferrals or loan repayments must be contributed to...
by Natalie Harris | Nov 12, 2024 | Uncategorized
On November 1, 2024, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2025. In October, the Social Security Administration announced a modest benefit increase of 2.5%. Retirement plan limits also...
by Natalie Harris | Aug 9, 2021 | Uncategorized
Missing Participants: Ready or Not Here I Come! | Safe Harbor: A Cure For Your Testing Headaches | Looking to Maximize Savings? Cash Balance Could Be the Answer! | Upcoming Compliance Deadlines for Calendar-Year Plans Missing Participants: Ready or Not, Here I Come!...
by Natalie Harris | Aug 8, 2021 | Uncategorized
Retirement Planning is a Team SportCongratulations! | It’s a Retirement Plan! | Department of Labor Issues Cybersecurity Guidance | Upcoming Compliance Deadlines for Calendar-Year Plans Retirement Planning is a Team Sport Some would say that retirement plan...
by Natalie Harris | Jan 15, 2021 | Uncategorized
Special Edition 2020 – Benefit Insights Newsletter Annual Data Collection: Pandemic Edition | The SECURE Act 2.0 | Upcoming Compliance Deadlines for Calendar-Year Plans Annual Data Collection: Pandemic Edition The end of the year is quickly approaching which means...
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