Benefit Insights Newsletter | Spring 2021 | Ohio CPA Firm

Benefit Insights Newsletter | Spring 2021

Retirement Planning Is A Team Sport

Some would say that retirement plan administration is a team sport! Putting together technical and compliance
competence with ongoing investment and fiduciary expertise is key to keeping your plan healthy and participants happy. So, what roles and responsibilities should you look to fill for your firm to have a successful and compliant plan? Read on to learn what else you can expect to learn about in this edition of Benefit Insights.

Click here to view the full article in the Spring 2021 edition of our Benefit Insights newsletter or check it out in the viewer below.

What’s Inside This Edition Of Benefit Insights?

In addition to the MEP/PEP Debate article, this edition of our non-technical review of qualified retirement plan legislative and administrative issues includes the additional articles and resources:

  • Upcoming Compliance Deadlines For Calendar-Year Plans
  • Tips to help you comply with the Department of Labor’s new cybersecurity guidance.
  • What happens to your retirement plan after you sell your business and the transaction options that are available to you.

Looking for more information or for assistance with the administration of your company’s retirement plan? Contact us to speak with a member of our retirement plan administration services team.