All posts by: Ken Prell

National Trend Creating Control Group Issues for Unsuspecting Hospitals

Learn about the national trend in the ever-evolving healthcare industry that is creating potential control group retirement plan compliance headaches for unsuspecting hospitals.

Jan 16, 2019

There is a national trend in the ever-evolving healthcare industry that is creating potential control group retirement plan compliance headaches for unsuspecting hospitals. Many hospitals across the country have created health...

Read more
lightsabers

The Empire’s Death Star is Destroyed

The Force (of Industry Leaders) saves small-business retirement plans as IRS withdraws controversial portion of proposed nondiscrimination testing regulations.

Apr 21, 2016

The Force (of Industry Leaders) saves small-business retirement plans as IRS withdraws controversial portion of proposed nondiscrimination testing regulations. A New Hope (For Small Business Owners) In a twist of irony,...

Read more
IRS Papers

How Do You Spell Relief? Closed Defined Benefit Plans Say “I.R.S.”- Others Are Not in That Classification

New Rule Changes for Nondiscrimination Testing may affect profit sharing, cash balance and corporate QSERP arrangements.

Feb 09, 2016

New Rule Changes for Nondiscrimination Testing The IRS recently issued some proposed rule changes with respect to coverage and nondiscrimination testing for qualified plans. This included permanent relief with respect to...

Read more
Retirement Gap Report

Audit Jeopardy!

Audit Jeopardy! Plan sponsors are playing it, often unknowingly, when they fail to timely file complete and accurate Form 5500’s required for their qualified retirement plans.

Aug 22, 2014

I’ll take “Odd Pairs” for $1,000, Alex. Form 5500 and disgruntled employees. What are the two most frequent triggers of a DOL audit? Audit Jeopardy! Plan sponsors are playing it, often...

Read more

A Practical Guide for Setting Your New Cash Balance Plan’s Interest Crediting Rate

The popularity of cash balance plans for small businesses continues to grow and as we consult with prospective clients and their investment advisors, the second biggest decision after deciding to go forward with adopting the new plan always seems to be the interest crediting methodology.

Mar 03, 2014

The popularity of cash balance plans for small businesses continues to grow and as we consult with prospective clients and their investment advisors, the second biggest decision after deciding to go...

Read more