September 7, 2021 Give Your Staffers a Break with an Accountable Plan Without an accountable plan, your nonprofit and your staffers may pay unnecessary taxes on employee business expense reimbursements. Here’s how … Read More
July 23, 2021 HR Outsourcing: Considerations for Nonprofits President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that … Read More
June 11, 2021 What is the Status on Allowing 401(k) Match for Student Loan Payments? President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that … Read More
June 11, 2021 If You are Going to Exclude Active Funds From Your Retirement Plan Investment Lineup, Have Darn Good Reasons President Biden signed the American Rescue Plan Act. Are you eligible to receive direct payments under the new law that … Read More
March 16, 2021 The Latest on COVID-Related Deadline Extensions for Health Care Benefits Employers that sponsor health care plans should start devising communication strategies regarding COVID deadline extensions. Read More
March 4, 2021 The Case for Investment Refresh Investment refresh is an extension to automatic enrollment that transfers investment allocations to the plan’s QDIA. Read More
March 3, 2021 Excessive Fee Litigation: The Best Defense is Compliance Excessive fee litigation is steadily increasing. Now we have more caselaw to consider as we work toward compliance in creating … Read More
March 3, 2021 Coronavirus, Continuity, ERISA, Stimulus Package COVID relief includes a “temporary rule preventing partial plan terminations” for plan sponsors of defined contribution retirement plans. Read More
March 3, 2021 Fiduciary Errors, Avoid These Common Mistakes Most fiduciary errors are unintentional or even well meaning. Be wary of these common mistakes by taking a look at … Read More
March 3, 2021 Private Equity Investments in Defined Contribution (DC) Plans The Department of Labor recently released an “information letter” regarding the potential inclusion of private equity investments in DC plans. Read More
February 22, 2021 2021 Individual Taxes: Answers To Your Questions About Limits Many people are more concerned about their 2020 tax bills right now than they are about their 2021 tax situations. … Read More
November 20, 2020 Annual Plan Audit: An Auditor’s Perspective Does your plan require an annual audit? If your eligible participant count (including terminated employees who maintain an account balance) … Read More
