IRS Issues Final Hybrid Plan Regulations Very “Interest”–ing
The IRS recently issued final regulations for hybrid plans, the primary focus of which is the “market rate of return” requirement for crediting interest.
Oct 14, 2014
The IRS recently issued (9/19) final regulations for hybrid plans – cash balance plans for purposes of our discussion – the primary focus of which is the “market rate of return”...
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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...
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Don’t Turn Off Your Faucet: A Political Opinion on Retirement Policy vs. Tax Policy
Learn more about TDE in this political opinion on retirement policy vs. tax policy.
Jul 28, 2014
About half the people I work with were born after I started my job here, so it’s become apparent that what I still think of as pop culture is now simply...
Read moreA 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...
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