Form 5500 Schedule H – Accounting Changes Looming
Employee Benefit Plans that file Form 5500 Schedule H may find that changes in Accounting Standards will require additional efforts.
Nov 19, 2021
Employee Benefit Plans that file Form 5500 Schedule H may find that changes in Accounting Standards will require additional efforts to ensure that the audit process goes smoothly and that government...
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On December 20, as part of the Further Consolidated Appropriations Act, President Trump signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law. It is...
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DC Provisions of the Secure Act
Jan 14, 2020
On December 19th, President Trump signed the Setting Every Community Up for Retirement Enhancement Act of 2019 (SECURE Act) into law. This act aims to bolster retirement security with numerous provisions....
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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...
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Annual QTA Review to Ensure Compliance
It's important to perform annual reviews of your Qualified Transportation Fringe Benefit plan to ensure compliance. New tax rules regarding employer-provided parking went into effect in 2018. For-profit employers are no longer able to take a deduction for these benefits and non-profits are deemed to have UBTI.
Jan 09, 2019
As we kick off the new year, it’s important to perform an annual review of your Qualified Transportation Fringe Benefit plan to ensure its compliance with applicable law. Changes to employer-provided parking rules New...
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Proposed Legislation to Help Workers Build Retirement Savings While Repaying Student Loans
Proposed legislation would help workers build retirement savings while repaying student loan debt. With the Retirement Parity for Student Loans Act, workers could receive an employer matching contribution while repaying loans, as if the loan repayments were a salary reduction contributions to their retirement plan.
Dec 19, 2018
Many Americans face mounting student loan debt and often have to choose repaying the loans over making contributions to their retirement plan to save for the future. Legislation introduced on December 18th...
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Newly Proposed HRA Regulations for 2020
Dec 10, 2018
If implemented, how will recently proposed regulations for Health Reimbursement Arrangement (HRA) impact the consumer directed healthcare landscape? On October 23, 2018 the Department of Labor, Health and Human Services, and Treasury...
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ABG to Host Code Section 199A Webinar
Jul 12, 2018
Are you familiar with the IRC Section 199A deduction for qualified business income? You may be surprised to learn about its interaction with qualified retirement plans. Find out more out more on August...
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On Tuesday, October 3rd, the IRS issued Notice 2017-60 which set forth the mortality tables to be used in determining the minimum lump sum present value under IRC Section 417(e) for...
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Pensioner’s Are Not Expected to Live as Long as Previously Thought
The 2015 mortality tables have been released. Here's what you need to know.
Oct 12, 2015
On October, 8, 2015, the Society of Actuaries (the “SOA”) released an updated mortality improvement scale for pension programs called Scale MP-2015. Incorporating two additional years of mortality data from the...
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