Congress passed the 2015 Inflation Adjustment Act to ensure federal agencies comply with the requirement to adjust penalties each year for inflation. Learn More >
The IRS has made available a pilot program for Form 5500 EZ filers to send in delinquent filings with no penalty. Learn More >
Let us help design and administer a Retirement Program that meets your needs.
Developing a filing system can make it easy for 401(k) sponsors to review, update, preserve, and dispose of documents.
Starting in 2026, the Secure 2.0 Act will require highly paid individuals who are 50 or older to make catch-up contributions to a Roth account instead of a pre-tax account.
October is recognized as Employee Ownership Month for ESOPs.
Susan recently earned her Qualified 401(k) Administrator (QKA) designation from the American Society of Pension Professionals and Actuaries (ASPPA).