Do you have a retirement plan compliance checklist? If you think your organization doesn’t need one, think again. Review these common IRS and DOL compliance issues, and conduct a self-audit to help your organization company avoid future costs and liabilities.
Even if nothing has changed with your retirement plan, you can still be audited. New tax laws, legislation and organizational restructuring all affect plans. A self-review can help you avoid added costs and liabilities in the future.
Bid farewell to a challenging 2021 and get ready for the new year by marking your calendar with important compliance requirements. Set your organization up for success with these key 2022 action items and deadlines.
Get details on the DOL’s FAQs that clarify the interim final rule implementing the Lifetime Income Disclosure requirement mandated under the SECURE Act. Additionally, learn which federally declared disaster areas are eligible for tax relief.
Organizations spend over $50,000 per employee each year an employee delays retirement. Implementing strategies to better prepare the workforce for retirement can help offset the financial impact to the organization.