How to Search Form 5500 Filings by Company Name
How to find any company’s Form 5500 in the EFAST2 database for free, read what it reveals, and why some won’t show up.
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. …