Required minimum distributions after SECURE 2.0
SECURE 2.0 changes the rules governing how and when certain retirement savers can withdraw money from their retirement accounts and IRAs.
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Overview and Benefits of a Stock Option Plan
A stock option plan can be used to align the interests of employees and shareholders, and attract and retain talented workers. This video will cover the basics of a stock option plan and how your company may benefit from having one.
SAS 136: The ERISA Section 103(a)(3)(C) audit election
Plan administrators should consider all implications of an ERISA Section 103(a)(3)(C) election before the election is made.
Nonqualified deferred compensation plans and payroll tax withholding
One of the most common issues overlooked by employers relates to the special timing rule in section 3121(v)(2).
Understanding revenue sharing
Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.
Cybersecurity issues for plan sponsors
The Department of Labor is working on guidance addressing cybersecurity issues as they relate to plan sponsors and third-party providers.
What plan sponsors need to do now for the SECURE and CARES Acts
Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.
Retirement plans under the Consolidated Appropriations Act, 2021
The Act does not lengthen CARES Act COVID plan relief, but offers relief for non-COVID disasters, partial terminations and pension plans.
IRS issues guidance on 401(k) and 403(b) Plans
IRS guidance on the 15% maximum on automatic contributions, 401(k) and 403(b) plan safe harbor requirements, and plan loan offset rollovers.
Top 7 Internal Controls to Prevent Fraud
All companies are susceptible to and will likely experience fraud at some point. In this video, you will learn about simple and easy to implement controls and processes.