Insights

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New Retirement Plan Provisions Under the Consolidated Appropriations Act, 2021

The recent Taxpayer Certainty and Disaster Tax Relief Act of 2020 and the COVID-19 Related Tax... more
January 6, 2021
Blog

Dollar Limits on Compensation and Benefits Announced

The Internal Revenue Service has announced the 2021 cost-of-living adjustments for various limits... more
October 27, 2020
Resource

Compensations and Retirement Plans Evolve With You

The suitability of your business’ compensation or retirement plan arrangements is ultimately... more
June 15, 2020
Blog

New HSA Contribution Limits Released for 2021

The IRS recently released Revenue Procedure 2020-32, the 2021 annual contribution limits for... more
May 21, 2020
Blog

Funding Relief Strategy for Businesses with Defined Benefit Plans in Light of COVID-19

Employers who maintain defined benefit pension plans, cash balance or traditional, should be aware... more
April 10, 2020
Blog

FASB Proposal Made to Defer Effective Dates for the New Lease Standard

It’s been pushed back before, and now, in the midst of the COVID-19 epidemic, it’s happening... more
April 9, 2020
Blog

Online Silent Auctions: The “Stay at Home” Alternative for Your Organization’s Summer Fundraiser

COVID-19 is creating a rainy day for many organizations’ summer fundraisers. Online silent... more
April 8, 2020
Blog

CARES Act Retirement Plan and IRA Provisions

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) was signed into law on March 27,... more
March 31, 2020
Blog

IRA and Benefit Plan Contribution Deadlines Extended to July 15

With the recent extension of the April 15th Federal and State tax filing deadline in Notice... more
March 25, 2020
Blog

Internal Controls in a Remote Workplace Environment

In an effort to #Flattenthecurve of the coronavirus pandemic, many workplaces are going 100%... more
March 24, 2020
Blog

Beware of Costly COVID-19 Retirement Plan Missteps

As employers try to cope with priorities amid the coronavirus (COVID-19) outbreak, it is important... more
March 18, 2020
Blog

SECURE Act Finally Becomes a Reality

After some delay and with great anticipation, the Setting Every Community Up for Retirement... more
December 23, 2019