How Can Partial Plan Terminations Affect Your Retirement Plan?
If downsizing or significant layoffs occur at your business, your retirement plan could be subject to a partial plan termination. […]
IRS Determination Letter Changes
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?
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
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
I recently participated as an expert panelist in The Plan Sponsor University (TPSU) classroom training and certification session at the […]