LRS Pension Protection Act Restatement FAQs
Common Questions about the PPA Restatement Q: What is the PPA Restatement and why is it required? “PPA” stands for the Pension Protection Act. …
New IRS Requirement for 401(k) Plans: PPA Restatement
Most already know that federal laws dictate that qualified retirement plans be written and communicated clearly and efficiently to employees. However, what happens if …
How Prepared are Small Business Owners for Retirement?
A few years back the Guardian Life Insurance Company conducted a survey on small business owners (SBOs) and how they and their businesses are faring …
In Loving Memory of Kayli Daley
It is with a very heavy heart that Leading Retirement Solutions mourns the loss of a valuable team member, a respected colleague and a …
November: National Entrepreneurship Month (NEM)
Mark your calendars: November 1st marks the start of National Entrepreneurship Month (NEM), a presidentially proclaimed month dedicated to the men and women who …
October: National Women’s Small Business Month
The month of October is National Women’s Small Business Month, celebrating the progress that we’ve made, and the progress that we continue to make. …
IRS releases updated 401(k) Plan Mistake and Fix It Guide
The Internal Revenue Service (IRS) has released an updated and enhanced 401(k) Fix It Guide for employers. The guide was updated by the IRS …
Missing Participants in a 401(k) or 403(b) Plan: Enhanced Regulatory Guidance
“DOL just released updated guidelines for handling missing and lost participant monies”
Rollovers as Business Start-Ups (ROBS) Update
How the Rollovers as Business Start-Ups (ROBS) transaction should be structured and also how the required 401(k) Plan should be properly administered over time.