Received an IRS or DOL Retirement Plan Notice? What It Means and How to Fix It
Getting an Internal Revenue Service (IRS) or Department of Labor (DOL) notice about your retirement plan can feel overwhelming. This is not the time …
How to Maintain Retirement Plan Continuity When Restructuring a Business
Many businesses undergo restructuring such as mergers, acquisitions, or bankruptcy at some point. During this process, it is important to review the retirement plans associated with the business to ensure new and existing owners/employees are taken care of.
IRS Releases 403(b) Plan Compliance Checklist
October 2012, the IRS has released its first ever 403(b) Plan Compliance Checklist. The release of a retirement plan compliance checklist for 403(b) Plans is an exciting enhancement helping nonprofit organizations.