Administrators of governmental plans and church plans that are not subject to the Employee Retirement Income Security Act of 1974 (ERISA) should review the following actions to be taken before the end of 2024 and address what...more
11/21/2024
/ 403(b) Plans ,
Affordable Care Act ,
Benefit Plan Sponsors ,
Cafeteria Plans ,
Churches ,
Compliance ,
Deferred Compensation ,
Defined Benefit Plans ,
Disclosure Requirements ,
Employee Benefits ,
Employee Retirement Income Security Act (ERISA) ,
Employer Group Health Plans ,
Executive Compensation ,
Fiduciary-Standards ,
Health and Welfare Plans ,
Pension Plan Amendments ,
Public Employers ,
SECURE Act
Plan administrators should review actions to be taken before the end of 2022 and focus on what to expect for 2023. This checklist addresses plan amendments, notices and other considerations for qualified retirement plans,...more
11/22/2022
/ 401k ,
CARES Act ,
Contribution Limits ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Employer Group Health Plans ,
Health and Welfare Plans ,
Plan Administrators ,
Qualified Retirement Plans ,
Retirement Plan ,
Safe Harbors ,
SECURE Act
The Setting Every Community Up for Retirement Act (the “SECURE Act”), passed at the end of 2019, adds a participant disclosure requirement that addresses a long-held concern of lawmakers that many participants are not...more
The Commissioner of Internal Revenue announced the 2020 dollar limitations for benefits and contributions that apply to retirement plans. Most limits have increased, while a few remained the same. The Social Security...more
11/7/2019
/ Contribution Limits ,
Defined Benefit Plans ,
Employee Benefits ,
ESOP ,
Health Savings Accounts ,
Individual Retirement Account (IRA) ,
Internal Revenue Code (IRC) ,
IRS ,
Retirement Plan ,
Small Employer Plans (SEPs) ,
Social Security Administration (SSA)
Plan administrators should review the following actions to be taken before the end of 2017 and focus on what to expect for 2018. The attached checklist addresses plan amendments, notices and other considerations for qualified...more
11/20/2017
/ Benefit Plan Sponsors ,
Defined Benefit Plans ,
Defined Contribution Plans ,
Employee Benefits ,
Employee Stock Purchase Plans ,
Executive Compensation ,
Fee Disclosure ,
Health and Welfare Plans ,
Notice Requirements ,
Pension Plan Amendments ,
Plan Administrators ,
Required Minimum Distributions ,
Safe Harbors ,
Stock Options ,
Year-End Compliance Checklist