The audit isn’t as random as you think
A small plan received an audit inquiry from the Internal Revenue Service (IRS). Upon further review...
A small plan received an audit inquiry from the Internal Revenue Service (IRS). Upon further review...
For over 25 years, the involuntary cash-out limit was $5,000. Now, we have an increase. An increase...
I always say the two worst things you can give people are false praise and false hope. One of the r...
Automatic enrollment is one of the best features of a 401(k) plan especially when it was finally co...
You will hear about how certain retirement plan providers have won awards. Awards are impressive, b...
I have been doing government audits of retirement plans for over 25 years. The technology has chang...
I have handled more audits in the past six months, than in the past 5 years. Whether it’s the Int...
The snowball effect is a term for a process that starts from something that is small and builds upo...
When drafting new 401(k) plans, I always recommend allowing for a loan provision. I know there are ...
It sounded like a great idea at the time. An alumni association for a student organization was bein...