Officers, directors and business owners can have personal liability if the company’s retirement plans aren’t properly managed. Do you know who your plan fiduciaries are? Do you know if you’re one of them?
TRANSCRIPT
Speaking of benefits, this is Jim Paul. Today we're going to be ...
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About Jim Paul
The SECURE Act: Immediate And Long Term Impacts On Your 401(k) Plan
The SECURE Act, signed into law in December, immediately impacts 401(k) plans with provisions that became effective January 1st, and other provisions going into effect in later years. Here is an overview of the relevant changes.
Changes Effective Now
For 401(k) Safe Harbor Plans that use ...
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Plan Loan Correction – Good News From The IRS
In today's episode, we talk about new opportunities from the IRS to self-correct plan participant loan errors, which previously were the fourth most common error found in the IRS's more complex Voluntary Correction Program.
Transcript
Speaking of Benefits, this is Jim Paul.
In ...
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The Affordable Care Act During M&A Due Diligence
The Affordable Care Act is still a concern during an M&A transaction. In this podcast, Jim Paul explains why.
Transcript
The Affordable Care Act is still out there. Penalties for individuals were repealed, but employer penalties are still in effect. The IRS has started sending out ...
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