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Resources

QDIAs under the Pension Protection Act

Investments |

Qualified default investments can help relieve plan fiduciaries of liability for investing plan assets of employees who don’t make an election. Learn More >

New Tax Filing Deadlines

Form 5500 |

A new Act recently signed into law modifies the tax filing deadline for certain business tax returns and the Form 5500. Learn More >

Bond Initiative

FIDELITY/FIDUCIARY BONDING |

Employers whose plans are insufficiently bonded may receive a citation from the DOL. Learn More >

The $70,000 Question

Controlled Groups |

Asking the right questions can make all the difference in plan administration. Learn More >

Leading Questions to Discover Sales Opportunities

Plan Design |

A list of questions to ask a plan sponsor to open the door for a discussion about retirement plan services. Learn More >

Discretionary vs. Directed Trustee

Margaret W., QKA | Plan Design |

The amount of fiduciary liability of a plan trustee depends upon how much discretion the trustee has over the management of the plan’s assets. Learn More >

Deadlines to Correct for Failed ADP and ACP Testing

Nondiscrimination Testing |

What happens if the Plan does not distribute corrective distributions for failed ADP or ACP tests by the 2 ½ month deadline? Learn More >

Safeguarding Your Plan from Fraud

Form 5500 |

The IRS reviews Forms 5500 where plan sponsors have reported losses due to fraud or dishonesty. Learn More >

Tax Credit for Small Business Retirement Plan

Small Employer Credit |

A $500 tax credit is available for each of the first 3 years of a new plan that is established by a small business. Learn More >

New Compliance Questions on Form 5500 Filing

Form 5500 |

The IRS will be asking new compliance questions on Forms 5500 and 5500-SF. Learn More >

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