Employee Benefit Plans

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Self-Audit Program May Help Employers Correct Wage Errors

Eligible employers may now be able to conduct a self-audit of certain wage practices, thanks to a pilot program from…

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Save or Shred? Follow These Recordkeeping Guidelines

Are you a record-keeping pack rat?  Many individuals and businesses hold onto paper and digital records indefinitely – just in…

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Be Careful to Document Hardship Distributions and Plan Loans

The IRS cautions plan administrators that they must document and keep necessary records of all employees’ hardship distributions and plan…

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Find Problems With Benefit Plans Before the IRS Does

In recent years, the news has been filled with accounts of employee benefit plans — especially qualified retirement plans —…

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Your COBRA Responsibilities

Many employers are legally required to maintain health care coverage to employees and their dependents when there is a change…

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Retirement Plans Can Be Disqualified for Not Keeping Up with Changes

It’s not unusual for the IRS to conduct audits of qualified employee benefit plans. Plan sponsors are expected to stay…

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First Quarter Industry Newsletters

Quarterly collection of current topics, news alerts and industry updates. Auto Dealerships Newsletter – March 6, 2018 Business Valuation Newsletter…

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When Rolling Over Can Be the Wrong Strategy

When you retire or change jobs, it is generally a good idea to roll over your employer-sponsored qualified retirement plan balances…

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Long-Term Care Insurance Can Be a Tax-Free Perk

As the Baby Boom generation continues to age, there is an increasing interest in insurance to pay some of the high…

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Be Careful to Document Hardship Distributions and Plan Loans

The IRS cautions plan administrators that they must document and keep necessary records of all employees’ hardship distributions and plan…