by Natalie Harris | Jan 15, 2021 | Uncategorized
Special Edition 2020 – Benefit Insights Newsletter Annual Data Collection: Pandemic Edition | The SECURE Act 2.0 | Upcoming Compliance Deadlines for Calendar-Year Plans Annual Data Collection: Pandemic Edition The end of the year is quickly approaching which means...
by Natalie Harris | Jan 15, 2021 | Uncategorized
COST OF LIVING ADJUSTMENTS FOR 2021 Cost of Living Adjustments for 2021 | Cycle 3 Plan Document Restatements | Required Year-End Participant Notices | The CARES ACT Update | The SECURE Act Reminders | Upcoming Compliance Deadlines for Calendar-Year Plans On October...
by Taylor Brown | Nov 23, 2020 | Uncategorized
With so much discussion surrounding the CARES Act, it is easy to forget that 2019 brought us some of the most significant changes to retirement plan law since the passage of the Pension Protection Act of 2006. This legislation came to us by virtue of The Setting Every...
by Taylor Brown | Nov 23, 2020 | Uncategorized
1st December 2020 Participant Notices Annual notices due for safe harbor elections, Qualified Default Investment Alternatives (QDIA), and Automatic Contribution Arrangements (EACA or QACA). 31st ADP/ACP Corrections Deadline for a plan to make ADP/ACP corrective...
by Taylor Brown | Nov 23, 2020 | Uncategorized
2020 has been a difficult year with many unexpected challenges. For companies that sponsor retirement plans, some of these challenges came in the form of the Coronavirus Aid, Relief, and Economic Security (CARES) Act. While the CARES Act provided much needed relief to...
by Taylor Brown | Nov 23, 2020 | Uncategorized
As the end of the year approaches, our to-do lists become longer but our bandwidth becomes condensed. To compound matters, when you sponsor a retirement plan, you know you will be in close contact with your TPA firm about the various year-end notices that must be...
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