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End of Year IRS Checklist for Plan Providers

Posted by Corey F. Schechter | Dec 10, 2018 | 0 Comments

Most retirement plans provided by employers have a tax-favored status to provide tax savings to both employers and beneficiaries. However, when a retirement plan does not continue to meet the necessary requirements, the plan can lose tax-favored status and end up costing plan providers. Employer...

Tax Act Changes to 529 Education Savings Plans

Posted by Paul D. Woodard | Oct 22, 2018 | 0 Comments

The costs of going to college have continued to rise over the past decade. One way to help alleviate the high costs of education is to take advantage of tax-advantaged savings plans. One such plan is called a Section 529 education savings plan. An education savings plan allows individuals to op...

October is ESOP Month!

Posted by Marc S. Schechter | Oct 05, 2018 | 0 Comments

October is employee ownership month. As of 2018, the United States had 5,505 Employee Stock Ownership Plan ("ESOPs") with 1.7 million participants.[1] There are 1,164 401(k) ESOPs ("KSOPs") with over 12 million participants.[2] California alone has 804 ESOPs totaling over 1 million participants....

2019 National Defense Authorization Act Update

Posted by Marc S. Schechter | Sep 14, 2018 | 0 Comments

Contributing Author: Gwenllian Kern-Allely, Law Clerk On August 13, 2018, the 2019 National Defense Authorization Act (N.D.A.A.) was signed by the President of the United States. It is the fastest N.D.A.A. passed by Congress in twenty years, with large bipartisan support. The House of Representa...

Will You Be Able to Retire From Your Small Business?

Posted by Paul D. Woodard | Jun 26, 2018 | 0 Comments

Do you have the financial security to be able to one day retire from your small business? Many small business owners are so focused on growing their business that they do not take the time to focus on what will happen when they are finally ready to retire. However, there are options available f...

Beware of These Common ERISA Compliance Errors

Posted by Corey F. Schechter | Jun 25, 2018 | 0 Comments

The Employee Retirement Income Security Act (ERISA) is a complex and continually changing federal law that applies to most private sector employee benefit plans. When companies unintentionally run afoul of ERISA regulations it can expose them to fines, penalties, and costly litigation. Unders...

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