Read About - When Does a Retirement Plan Require an Audit?January 5, 2026
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Generally, defined contribution or defined benefit plans with 100 or more participants on the first day of the plan year are subject to the audit requirement
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Read About - 2026 Cost of Living Adjustments for Retirement PlansDecember 1, 2025
The IRS has released the cost-of-living adjustments (COLA) applicable to qualified retirement plans for 2026
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Read About - 2025 Cost of Living Adjustments for Retirement PlansNovember 6, 2024
The IRS has released the cost-of-living adjustments (COLA) applicable to qualified retirement plans for 2025
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Read About - Independent Contractor vs. Employee: New DOL Classification RulesJune 18, 2024
Businesses rely on a diverse range of workers, from full-time employees to independent contractors
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Read About - ERISA Audits: Know the Basics and Avoid DOL DeficienciesMarch 18, 2024
At a Glance
Main Takeaway
For companies that offer employee benefit plans, it is essential to maintain ERISA compliance
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Read About - Proposed IRS Regulations for 401(k) ForfeituresJanuary 31, 2024
At a Glance
On February 27, 2023, the Internal Revenue Service (IRS) issued a notice of proposed rulemaking regarding the use of forfeitures in qualified retirement plans
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Read About - IRS Contributions Rule Change for High-Earner 401(k)sNovember 28, 2023
At a Glance
Main Takeaway
The SECURE 2.0 Act of 2022 (the Act) mandates that individuals aged 50 and older earning $145,000 (indexed for inflation) or more make “catch-up” contributions to their employer-sponsored 401(k) on a Roth basis, meaning those extra contributions are to be made with money you’ve already paid taxes on
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Read About - New SECURE Act 2.0 Long-Term Part-Time Employee RulesNovember 14, 2023
At a Glance
Main Takeaway
The original SECURE Act, signed into law in 2019, was designed to encourage employers to offer retirement plans such as the 401(k) and make it easier for employees to benefit from them
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Read About - 2024 Cost of Living Adjustments for Retirement PlansNovember 6, 2023
The IRS has announced cost of living adjustments (COLA) applicable to qualified retirement plans for 2024
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