Update

(Yet again, an arcane topic – but that’s the nature of this highly regulated business.  But this is of vital importance to a narrow segment of plan sponsors.) OK, so the Department of Labor has been coming out with more and more regulations on participant-directed accounts, and how fees have to be disclosed better (and […]

OK, so my target audience is my clients and similar (generally small) employers, and advisors.  This post has limited use for that target group, but just for the record…the hot topic, or what passes for a hot topic in the mundane world of retirement plans, is “Open MEPs” – I’ll explain ever-so-briefly in a sec, […]

Effective immediately, we’ll be filing “one-man” returns electronically.  The advantage is that we’ll have immediately proof of filing and won’t have to deal with “non-filed” or “late-filed” letters from the IRS.  That’s all you really need to know; we’ll give detailed instructions and help you with the filing, but for background information see below. Background […]

The IRS and Social Security released new limits recently.  After 3 years of no changes due to low inflation, some of the numbers changed; e.g. the maximum contribution to a defined contribution plan went from $49,000 to $50,000 and the 401(k) maximum went from $16,500 to $17,000.  For more details, click on the link for […]