2024 Retirement Plan Limits

The Internal Revenue Service just released the cost-of-living adjustments for various retirement…

SECURE 2.0 COVERAGE FOR LONG-TERM, PART-TIME EMPLOYEES

SECURE 2.0 COVERAGE FOR LONG-TERM, PART-TIME EMPLOYEES  Historically, a retirement plan could…

AUDIT PLAN? MAYBE NOT ANYMORE- The New 5500 Audit Rules

AUDIT PLAN? MAYBE NOT ANYMORE (The New 5500 Audit Rules and More) …

HAPPY 3/16 DAY!

In the retirement plan world 3/16 doesn’t just mean March 16.  In…

SECURE 2.0: Automatic Enrollment- Now What?

SECURE 2.0 requires new 401(k) and deferral 403(b) plans to have an…

SECURE 2.0: Retroactive Plan Adoption

Do you have a client whose business has income from 2022, who…

SECURE 2.0: Increased Small Employer Plan Start-up Credits

Employer Administrative Costs Tax Credit Current law allows a credit against plan…

2023 Limits

The IRS has released the new limits applicable to retirement plans and…

2022 Limits

The IRS has released new limits, and we have them! Please check…

Have you extended your 2020 tax return?

Good news! If you have clients who have extended their tax return…