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IRS/DOL Audits Are Increasing Dramatically - Are You Ready?
If your plan has not been recently audited, it is likely only a matter of time before the Internal Revenue Service (IRS) or the Department of Labor (DOL) comes knocking. If/when you are notified of an audit, early preparation can help streamline the process, keep the investigation narrow, and avoid potential financial penalties and interest.
What’s the Magic Number When it Comes to Record Retention?
You don’t need to be a magician to know what records to keep and for how long. While most providers can supply reports and plan documents, the plan administrator remains ultimately responsible for retaining adequate records that support the plan document reports and filings.
What is an appropriate interest rate for plan loans?
Both ERISA and the IRS require DC plan loans to reflect a “reasonable rate of interest”.
Good Vibrations
A recent survey of retirement plan participants shines a light on their positive perspectives – which can help inform plan changes you may be considering.
Fiduciary Hot Topics – Q1 2022
Fiduciary Hot Topics - Q1 2022 covers “Alternative Investments” in Retirement Plans, The Department of Labor takes a 180 Degree Turn on ESG Investing and The Schlichter Firm Gets its Hand Slapped.
Ten Things to Know About Your Employer’s Retirement Plan
Ten Things to Know About Your Employer’s Retirement Plan
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