Author
Mar 11, 2022
Article

‘Group of Plan’ Arrangements Offer Cost Savings for 401(k) Sponsors

sponsors are familiar with solutions like multiple employer plans (MEPs) and pooled employer plans (PEPs). But one of the least well-known plans may be the most effective solution for plan sponsors who are looking to cut costs and maintain local service and plan design flexibility – the “group of plans” arrangement.
Author
Jan 11, 2022
Blog

Late Notice From The IRS Or DOL? Read Before You Act

f you get a late notice from the IRS related to your Form 5500, but you filed on time, don’t panic. Simply let us know and we’ll advise you of next steps to clear things up with the IRS.
Author
May 28, 2021
Blog

PPP Recipients: Loan Invoices Are Coming

The SBA will soon release invoices for your PPP loans. Have you completed your loan forgiveness application yet?
Author
Apr 19, 2021
Blog

Your Solo 401(k) Plan May Be On The IRS’ Audit List

If your solo 401(k) plan was audited tomorrow, would you come out the other side with flying colors or penalties?
Author
Mar 31, 2021
Blog

PPP Loan Application Deadline Extended

Employers now have until May 31, 2021 to apply for a PPP loan.
Author
Mar 8, 2021
Blog

SBA Releases Interim Final Rule, Extends PPP Eligibility

Is your business now eligible to claim a piece of the PPP pie? Thanks to the SBA's new interim final rule, the answer may be "yes!"
Author
Feb 12, 2021
Blog

Disregard That Form 5500 Extension Letter Regarding Your 2019 Retirement Plan

Delayed IRS extension approval letters are causing confusion among retirement plan sponsors.
Author
Feb 4, 2021
Blog

Having Problems Claiming The Second Draw PPP Loan?

Wondering what's going on with your PPP 2.0 application or your PPP Loan Forgiveness Application? Here's what we know.
Author
Oct 19, 2021
Events

Competitive 401k Plan Design: Plan Design to Help Win the Battle for Talent

Gain insight on how to enhance your organizations benefits package to retain and attract top talent, increasing participation and more! As the job market becomes more competitive, so do the perks that come with it. Potential employees are looking for organizations with more of an appeal. That means better pay, a better work-life balance, and … Continued