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...
by cpaadmin | Jan 15, 2021 | Audit Procedures, SECURE Act
Happy 2021! Like everyone else, we are thrilled to welcome in a new year. Just like last year, we’ll be sharing helpful tips and insights each month to keep your retirement plan administration compliant and on track. Back in November, we wrote about our top 7...
by cpaadmin | Dec 16, 2020 | Retirement Plan
Every industry was affected by COVID-19 this year, and retirement planning is no exception. The CARES Act and the SECURE Act in particular had such a significant impact that we’ll take an in-depth look at both of them in future posts. For now, as we move into the...
