In this article, we’ll review some of the key changes to Form 5500 and what the adjustments are for plans beginning January 1, 2023 or after.
Join us for a comprehensive 401k fiduciary training and best practice discussion led by Shane Hanson, CEO and Chief Fiduciary of Freedom Fiduciaries. This virtual event will cover essential topics designed to enhance your understanding of fiduciary responsibilities and improve plan engagement through effective communication. During this session, Shane Hanson will delve into various aspects of ERISA (Employee Retirement Income …
The Department of Labor views non-compliance with remittance rules as a major issue, and missing deadlines for deposits can carry significant penalties.
This year we sift through the noise of headlines to understand what is actually happening in the economy.
Harris CPAs has announced a merger with Deagle Ames, LLC and Ataraxis Accounting and Advisory, Chtd of Twin Falls, Idaho effective October 16, 2021. The mergers add a total of 22 professionals to the Harris CPAs team, and a new office location in Twin Falls.
Below is a list of some of the most common questions plan sponsors face, along with our brief answers.
Thanks to the CARES Act, you may now skip your Required Minimum Distribution for 2020, and pull out emergency cash, without withdrawal penalties if qualified.
The Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law on March 27, 2020, extends several key deadlines for 403(b) and defined benefit plan sponsors.
In this blog, we address three of the most immediate questions that companies should be considering related to their retirement plans.
The CARES Act includes several relief provisions for tax-qualified retirement plans, expands health care flexible spending accounts so funds can be used for over-the-counter items, clarifies some health insurance plan questions, and, through year-end, allows employers to reimburse employees for student loan payments tax-free.
- Page 1 of 2