Resources

Potential benefit problems in connection with expense-sharing arrangements… This article highlights some of the risks and potential problems for the retirement plans (and other employee benefits) of professionals who participate in invalid or ...
[Read more] about Office Expense-Sharing Arrangements And Your Retirement Plan!

Retirement plan management responsibilities for tasks like Form 5500 filings are often a team effort. In the past we've written about the roles of your in-house team (see Make Sure Your 'In-House' Benefits People Understand Their Responsibility And ...
[Read more] about Form 5500 And Other Responsibilities: Do You Understand Your CPA’s And TPA’s Roles?

Like an ink stain on otherwise clean white carpet, a scrivener's error is a problem, an embarrassment, begging for attention. The current dilemma facing plan sponsors and their advisers is what to do with them? Should, or must, they be professionally ...
[Read more] about Scrivener’s Errors – What To Do?

Some HR managers hate this time of year because January through March is when they're forced to tell their company's highly compensated employees (HCEs) that they'll be refunded a portion of last year's deferrals because – once again – the 401(k) ...
[Read more] about Improving 401(k) Testing: Don’t Shoot The Messenger

Opportunities for businesses and professionals in transition to "double-up" on their annual contributions... In today's economy, it seems as though professionals and small-business owners are constantly changing the form in which they do business ...
[Read more] about Don’t (Let That Extra Contribution) Get Lost In The Shuffle

This is the second in a series of articles designed to inform our readers of the significance of the so-called "coverage rules" and "minimum participation rules" applicable to qualified retirement plans. Here are Part 1 and Part 3. In this ...
[Read more] about Coverage Rules For 401(k)’s And Other Qualified Plans: Part 2 Annual Testing