IRS opens window for Pension Protection Act Restatements
If you’re an employer who sponsors a 401(k) or profit sharing plan, it’s time to amend and restate your plan.… more
Author: Jerry Kalish
Looking at 2013 401(k) testing in the rear view mirror
We just drove past it. The “it” is the March 15 deadline for 401(k) testing to determine whether Highly Compensated… more
The Power of Regular Contributions, a/k/a Exponential Growth, on Retirement Savings as an Infographic
Source: Accounting-Degree.org Link to original post
The New Health Care Tax Credit: Another Reason to Get Worker Classification Right
Independent contractor vs. employee is an issue that never seems to go away for many employers. It’s been a regular… more
IRS Establishes Pilot Penalty Relief Program for Late Form 5500 – EZ Filings
That’s the collective sigh of relief by those business owners who, for whatever reason, haven’t filed Form 5500-EZ for their… more
SEP: The Procrastinators Pension Plan
Every year about this time, as we get closer to tax filing time, I get a few calls from those… more
The Retirement Income Crisis as an Infographic
Source: Accounting-Degree.org Link to original post
Retirement plan beneficiary designations shouldn’t be one and done
What did Amy Winehouse, Jimi Hendrix, Heath Ledger, and Whitney Houston have in common? No. not just being in the… more
Automatic Enrolment in the United Kingdom: Lessons for the United States
England and America are two countries separated by a common language. –George Bernard Shaw It’s not just the language that… more