How to Get a Copy of IRS Form 5500 for Your Company’s Retirement Plan
Do you participate in a retirement plan and need a copy of your Retirement Plan’s IRS Form 5500? Well, first you should check with …
2018 Contribution Limits for Company-Sponsored Retirement Plans
The IRS has released new guidelines for the 2018 Contribution Limits for company-sponsored retirement plans and they’ve increased! If you’re not sure what they …
I Received My IRS Compliance Statement… What’s Next?
What is an IRS Compliance Statement? When a plan sponsor and the IRS agree with the proposed correction to retirement plan errors disclosed in a …
The LRS Guide: Don’t Panic!
Planning for your employees’ retirement can be scary. Mistakes are easy to make, and consequences can be costly. We’ve prepared this reference guide with …
Have I Committed a Violation with Our Company Plan?
This topic will focus on complex ERISA Project Work, and on two topics specifically: QDRO documents and Controlled Group & Affiliated Service Group Regulations. …