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Are you retaining your digitally signed payroll Form I-9 correctly? You might not be.

Are you retaining your digitally signed payroll Form I-9 correctly? You might not be.

by cpaadmin | Jan 15, 2025 | 401k Plan Audit Documentation, Record Retention, Regulations & Policies

Updating your payroll procedures for paperless, electronic documents? Good. Improperly retaining said documents, putting you out of compliance with federal policy and regulation? Bad. In short, are you retaining your digitally signed payroll Form I-9 correctly? Here’s...
Understanding your fiduciary responsibilities as a 401(k) plan sponsor

Understanding your fiduciary responsibilities as a 401(k) plan sponsor

by cpaadmin | Sep 15, 2024 | 401k Compliance, Fiduciary, Record Retention, Regulations & Policies

Understanding your fiduciary responsibilities as a 401(k) plan sponsor is critical to staying compliant and protecting yourself from personal liability. In short, no matter what, the buck stops with you. (Yes, we made a visual pun! Enjoy.) The Department of Labor...
Effective 1-1-24: New treatment of LTPT employees mandated by IRS

Effective 1-1-24: New treatment of LTPT employees mandated by IRS

by cpaadmin | Dec 15, 2023 | 401k Compliance, Employee Addition, Plan Sponsors, Record Retention, Regulations & Policies, SECURE Act

It’s official! The IRS (finally!) released guidance on the new treatment of LTPT employees (long-term part-time) vis-a-vis your 401(k) plan. And not a moment too soon! Changes are effective 1-1-24. Here’s what you need to know to treat LTPT employees properly in the...
Got M&A? Don’t forget to consider 401(k) plans in your merger or acquisition.

Got M&A? Don’t forget to consider 401(k) plans in your merger or acquisition.

by cpaadmin | Aug 15, 2023 | 401k Compliance, Merger & Acquisitions, Record Retention, Uncategorized

Don’t get surprised at audit time. Stay compliant when handling the 401(k) or benefits plans during a merger or acquisition. Merging or holding companies? Buying a business? “What will happen to our 401(k)?” is a question that rarely comes up. But the last...
M&A and record retention: what plan sponsors need to know

M&A and record retention: what plan sponsors need to know

by cpaadmin | Jul 22, 2021 | 401k Audit Firm, 401k Plan Audit, 401k Plan Audit Documentation, Merger & Acquisitions, Plan Sponsors, Record Retention, Retirement Plan

Congratulations to your organization, on selling (or buying) a business!  Now comes the fun part: Figuring out what to do with all of those employee records. When you’re a 401(k) retirement plan sponsor, the question of what to retain through the merger and...

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