So, Who’s Who in the Retirement Plan Business?
• Plan Sponsors: Individuals or companies that sponsor 401(k) plan(s) for their employees. • Plan Fiduciaries: Those who make decisions regarding the plan. • Plan Participants: The employees who each...
View ArticleWhat is a 403b plan?
The features of a 403(b) plan are very similar to those of a 401(k) plan. Employees may make salary deferral contributions that are usually limited by regulatory caps. Individual accounts in a 403(b)...
View ArticleHello world!
Welcome to WordPress. This is your first post. Edit or delete it, then start blogging! The post Hello world! appeared first on .
View ArticleFree Webinar Getting It Right – Know Your Fiduciary Responsibilities
By the United States Department of Labor Getting It Right – Know Your Fiduciary Responsibilities: Webcast Series for Retirement and Health Plan Sponsors – Day 2 March 18, 2015, 2:00 pm – 3:30 pm EDT...
View ArticleRetirement News for Employers Newsletter by the IRS
Here are the links to the April 2nd edition of “Retirement News for Employers” Newsletter. Print Retirement News for Employers (.pdf) Plan Sponsors Understanding your CP 214 notice – answers to common...
View ArticleFor Small Business Week, IRS Features Popular Products for Entrepreneurs
For Small Business Week, IRS Features Popular Products for Entrepreneurs WASHINGTON —The Internal Revenue Service is marking National Small Business Week, May 4 to 8, by featuring some of its most...
View ArticleSpecial Penalty Relief Available for Late Returns Filed by June 2 for Certain...
WASHINGTON — With Small Business Week (May 4 to 8) just around the corner, the Internal Revenue Service today reminded small businesses that have failed to timely file certain required retirement plan...
View ArticleIRS Rev. Proc 2015-32: Penalty Relief Program Late Annual Reporting for...
IRS Rev. Proc 2015-32: Penalty Relief Program Late Annual Reporting for Non-Title I Retirement Plans (‘One-Participant Plans’ and Certain Foreign Plans) (Download PDF 9 pages) “This revenue procedure...
View ArticleSign Up for IRS Summertime Tax Tips
Taxpayers interested in receiving helpful consumer tips this summer to get a jump start on this year’s taxes should consider subscribing to IRS Summertime Tax Tips. Click the link to subcribe today!...
View ArticleSupreme Court Same-Sex Marriage Ruling and Employee Benefit Plans?
Here is a link to a great article about what the Supreme Court’s ruling means for same-sex-marriage and employee benefit plans. If you have any questions about how this ruling might effect you, please...
View Article401k Document Retention Rules Made Simple
In general, 401k plan records must be kept for a period of not less than six years after the filing date of the IRS Form 5500 created from those records. However, records necessary to a participant’s...
View ArticleIRS Announces 2016 Pension plan Limitations
Click HERE to view/download the PDF. The post IRS Announces 2016 Pension plan Limitations appeared first on .
View ArticleSocially Responsible Investing Under ERISA: New DOL Guidance
(Excerpted from original article) Click Here to read the article in its entirety. Fiduciary concerns may have prevented plan committees from considering “economically targeted investments” (ETI) – such...
View ArticleIRS Announces 2018 Pension Plan Limitations; 401(k) Contribution Limit...
Click HERE to view IRS Announces 2018 Pension Plan Limitations; 401(k) Contribution Limit Increases to $18,500 for 2018. The post IRS Announces 2018 Pension Plan Limitations; 401(k) Contribution Limit...
View ArticleCARES Act—Optional or Required?: Part 1—Distributions
By Robert Richter Are the CARES Act’s distribution, loan and RMD waiver provisions optional or mandatory? In most cases, they are optional—but in the retirement world there are very few questions where...
View ArticleCARES Act—Optional or Required? Part 2—Loans
By Robert Richter A common question regarding the CARES Act distribution, loan and RMD waiver provisions is whether these provisions are optional or mandatory. In most cases, they are optional—but in...
View ArticleCARES Act—Optional or Required? Part 3—RMD Waivers
By Robert Richter A common question regarding the CARES Act distribution, loan and required minimum distribution (RMD) waiver provisions is whether these provisions are optional or mandatory. In most...
View ArticleUnderstanding the CARES Act – Crown Benefits April 2020 Newsletter
Download our Spring 2020 Newsletter – Understanding the CARES Act – Crown Benefits Understanding the CARES Act – CrownBenefits April 2020 The post Understanding the CARES Act – Crown Benefits April...
View Article2020 Summer Newsletter – Electronic Delivery could save Billions – Crown...
Click to download our Summer 2020 Newsletter. 2020 Summer Newsletter – Could Save Billions CrownBenefits The post 2020 Summer Newsletter – Electronic Delivery could save Billions – Crown Benefits...
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