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Benefit Insight Newsletter

Winter 2024 Newsletter

Components of Defined Contribution Plan Compliance Testing

In this edition, we discuss Components of Defined Contribution Plan Compliance Testing, Does My Plan Need an Audit?, 401(k) Deferrals: Don't Exceed the Limit!, Reminder: Long-Term, Part-Time Employee Rules Effective January 1, 2024

Click Benefit Insight Newsletter Winter 2024 to read more!

Fall 2023 Newsletter

Cost of Living Adjustments for 2024

In this edition, we discuss 2024 Cost of Living Adjustment, Considering Changes to Your Business? Don't Forget About Your Plan!, Good new on Catch-Up Contributions, and New Alert: Grace Period Extended for EFAS2 Login Credentials.

Click Benefit Insight Newsletter Fall 2023 to read more!

Summer 2023 Newsletter

Bonds: Is Your Plan Covered? 

In this edition, we discuss Bonds: Is your plan covered?, it doesn't hurt to double check, Are Changes Needed to the Plan?, and Upcoming Compliance Deadlines.

Click Benefit Insight Newsletter Summer 2023 to read more!

Spring 2023 Newsletter

Plan Participants: The More They Know, The Better

In this edition, we discuss plan participants: The More They Know, The Better,  having a beneficiary on file, updates to DC Plans: Form 5500 News and DB Plans: Plan Document News and upcoming deadlines for calendar-year plans.

Click Benefit Insight Newsletter Spring 2023 to read more!

Winter 2023 Newsletter

SECURE 2.0 is a GO!

In this edition, we discuss the effective date of enactment for SECURE Act 2.0, year-end data requests, action items for SECURE 2.0 coming soon, and upcoming deadlines for calendar-year plans. 

Click Benefit Insight Newsletter Winter 2023 to read more!

Fall 2022 Newsletter

Cost of Living Adjustments for 2023

In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for the CARES Act and SECURE Act Amendments, and important 2022 deadlines.

Click Benefit Insight Newsletter Fall 2022 to read more!

Summer 2022 Newsletter

Form 5500 Insights

In this edition, we discuss Form 5500 insights, the new IRS pre-examination compliance program announced in June, and upcoming compliance deadlines.

Click Benefit Insight Newsletter Summer 2022 to read more!

Spring 2022 Newsletter

  • Timing of Deposits, 401(k)/403(b) Deferrals and Loan Repayments

  • New Information on Participant Statements; Lifetime Income Illustrations

Click Benefit Insight Newsletter Spring 2022 to read more!

Winter 2022 Newsletter

  • 2022- An Ideal Time to Review Plan Design

  • SECURE Act Provisions for Long-Term Part-Time Employees

  • Navigating the Labyrinth of Required Minimum Distributions

Click Benefit Insight Newsletter Winter 2022 to read more!

Fall 2021 Newsletter

  • Save More for Retirement in 2022

  • Form 5500 Filing extension for FEMA Designated Disaster Areas

  • Participant Distribution Fraud in the "New Normal"

Click Benefit Insight Newsletter Fall 2021 to read more!

Summer 2021 Newsletter

  • Missing Participants: Ready or Not, Here I Come!

  • Safe Harbor: A Cure for Your Testing Headaches

  • Looking to Maximize Savings? Cash Balance Could be the Answer!

Click Benefit Insight Newsletter Summer 2021 to read more!

Spring 2021 Newsletter

  • Retirement Planning is a Team Sport

  • Congratulations! It's a Retirement Plan!

  • Department of Labor Issues Cybersecurity Guidance

Click Benefit Insight Newsletter Spring 2021 to read more!

Winter 2021 Newsletter

  • The MEP/PEP Debate: Are We Better Together?

  • Terminated Employees? Important Relief is Here

  • Is There Pandemic Relief for Late Deposits

Click Benefit Insight Newsletter Winter 2021 to read more!

Fall 2020 Newsletter

  • Cost of Living Adjustments for 2021

Click Benefit Insight Newsletter Fall 2020 to read more!

Spring 2020 Newsletter

  • C.A.R.E.S. Act

Click Benefit Insight Newsletter Spring 2020 to read more!

Winter 2020 Newsletter

  • SECURE Act

  • Upcoming Compliance Deadlines

Click Benefit Insight Newsletter Winter 2020 to read more!

Fall 2019 Newsletter

  • IRA Announces Limits for 2020

  • Safe Harbor 401(k) Plan Design

  • Upcoming Compliance Deadlines

  • The Final Rule on Hardship Distributions

Click Benefit Insight Newsletter Fall 2019 to read more!

Summer 2019 Newsletter

  • Bucket List: Retirement

  • Complying with Safe Harbor Deadlines

  • Upcoming Compliance Deadlines

  • It's All In The Design...

Click Benefit Insight Newsletter Summer 2019 to read more!

Spring 2019 Newsletter

  • Automatic Enrollment is on the Rise

  • Protect Your 401(k)

Click Benefit Insight Newsletter Spring 2019 to read more!

Winter 2019 Newsletter

  • It's Testing Season!

  • Know Your Options

  • The 401(k) Turns 40

Click Benefit Insight Newsletter Winter 2019 to read more!

  • Hardships Get a Little Easier?

  • Helping Hands

  • Cost of Living Adjustments

  • 'Tis the Season

  • Port in the Storm

Click Benefit Insight Newsletter Fall 2018 to read more!

Fall 2018 Newsletter

Summer 2018 Newsletter

  • Retirement Income Gap?

  • Helpful Hints for Plan Sponsors

Click Benefit Insight Newsletter Summer 2018 to read more!

Spring 2018 Newsletter

  • Who is an Employee?

  • HSA vs 401(k)

Click Benefit Insight Newsletter Spring 2018  to read more!

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