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Mar 26, 2024
PR
Rea & Associates Earns Accounting Today’s Top 100 CPA Firm List Honors
“Consistently appearing in Accounting Today’s Top 100 List year after year is a tremendous honor for all of us here at Rea,” said Mark McKinley, CPA, Rea’s CEO. “As we look ahead, our focus stays on growth. We are committed to remaining a top firm for our employees to work for, while offering world-class service to our clients.”
Feb 20, 2024
Article
Retirement Planning for Entrepreneurs: A Beginner’s Guide
Embarking on the entrepreneurial journey is a bold and rewarding endeavor, but it comes with unique challenges, especially regarding retirement planning. As author Stephen Covey wrote, “Begin with the end in mind.” Your financial future is intricately tied to the success of your business venture. In this guide, we’ll look at the complexities of retirement planning for entrepreneurs, offering insights and strategies to ensure your golden years are as fulfilling as your entrepreneurial journey.
Feb 2, 2024
Newsletter
Benefit Insights | Winter 2024
Plans must be tested each year to ensure that they are compliant with the laws governing retirement plans. To understand the testing performed for your plan, it may be helpful to review some of the terms that are commonly used. First, let’s examine how your plan’s noteworthy individuals are identified.
Nov 17, 2023
Newsletter
Benefit Insights | Fall 2023
On November 1, 2023, the IRS announced the Cost of Living Adjustments (COLAs) affecting the dollar limitations for retirement plans for 2024. In October, the Social Security Administration announced a modest benefit increase of 3.2%. Retirement plan limits also increased over the 2023 limits. Keep reading to learn more.
Oct 4, 2023
Article
Simplifying Retirement Savings for Your Employees: Roth vs. Traditional 401(k) Plans Explained
As an employer, you recognize that choosing a retirement plan for your employees is a pivotal step in securing their financial well-being. One of the key decisions they'll face on this journey is choosing between a Roth and a traditional pretax 401(k). We understand that making this choice can be challenging, so we’re breaking it down for you to equip your employees to make decisions that impact their unique circumstances.
Sep 5, 2023
Blog
Important Update: DOL Extends Grace Period for New Login.gov Credentials
In an effort to enhance security and streamline access to government services, the Department of Labor (DOL) has made a significant change to the way retirement plan sponsors access their accounts. They are phasing out the old EFAST2-issued User ID and password and transitioning to a unified system called Login.gov. This change impacts anyone who needs to sign and submit their 2023 Form 5500 series, and it's crucial to stay informed to avoid potential filing problems or delays.
Aug 28, 2023
Blog
IRS Glitch Blamed for Erroneous Late Filing Notices Related to Retirement Plan Filings
An issue has been identified with IRS reporting related to Form 8955-SSA that may impact some of our clients, and we want to ensure that you are informed and well prepared to address any concerns that may arise.
Aug 3, 2023
Newsletter
Benefit Insights | Summer 2023
The Employee Retirement Income Security Act (ERISA) requires coverage to protect the plan from losses due to fraud and dishonesty. There are three main types of bond coverage for retirement plans. Keep reading to learn more.
Jul 25, 2023
PR
Investment Partners, LTD Joins Rea & Associates
Rea & Associates is excited to announce that Investment Partners, LTD has merged with Rea & Associates effective January 1, 2023.
Jul 25, 2023
Other Stuff
Rea + INVP Merger FAQs for INVP Clients
Rea & Associates is excited to announce that Investment Partners, LTD has merged with Rea & Associates, effective January 1, 2023
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