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How Can Partial Plan Terminations Affect Your Retirement Plan?

Employee Benefit Plans

If downsizing or significant layoffs occur at your business, your retirement plan could be subject to a partial plan termination. […]

IRS Determination Letter Changes

Employee Benefit Plans

Effective January 1, 2017, individually designed plans (those uniquely designed for a business) will no longer be able to request […]

Do I Need an Audit for My Retirement Plan?

Employee Benefit Plans

With the July 31st reporting deadline for employee benefit plans Form 5500 quickly approaching, it is a good time to […]

New Mortality Tables for Defined Benefit Plans

Employee Benefit Plans

In early November 2014, the Society of Actuaries (SOA) released and recommended new mortality tables, which for the first time […]

Strategies to Improve Company Retirement Plans

Employee Benefit Plans

I recently participated as an expert panelist in The Plan Sponsor University (TPSU) classroom training and certification session at the […]