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Year-End Year-Round Tax Planning Guide
Are you confident you are doing everything you can to minimize your income taxes? If not, it may be time for a fresh look. Click above to check out the 2022 Tax Planning Guide.
Form 5500 Revision Results in Less Plan Audits to be Performed
Beginning with the 2023 Form 5500 – Annual Return/Report of Employee Benefit Plan, fewer plans will require an audit due to the method for determining when a defined contribution plan (e.g. a 401(k) or 403(b) retirement plan) may file as a small plan being revised. Learn more.
Long-Term/Part-Time Employee Eligibility
The SECURE Act will soon allow part-time employees meeting specific hour requirements to participate in their company’s retirement plan. This requires an enormous amount of work to track part-time employee hours over consecutive years to meet requirements. Learn more.