Ideas & Insights

Learn the importance of discussing with a plan advisor how best to customize plan fees based on circumstance and available options.

The responsibility of selecting and monitoring the plan’s menu of investments is designated to a retirement plan investment committee.

Plan sponsor actions to incorporate the provisions of the SECURE and CARES Acts into their plan documents and plan administration.

In this issue, we discuss how to best handle 2021 after a tumultuous 2020. Other topics include labor and workforce, human capital and more.

Employers have several tax-advantaged methods for providing financial support to employees impacted by major disasters.

Determining what type of retirement plan to offer employees can be complicated and expensive. Learn what to consider when selecting a plan.

The ACA’s shared responsibility penalty on individuals without health insurance no longer applies after 2018, but state penalties may apply.

In this issue, we discuss the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) potential effect on plan sponsors.

Individuals and their advisors need to be familiar with the various IRA tips and traps to avoid negative consequences.

Increasingly, benefit plans are being targeted by hackers. But companies can take steps to protect themselves and their participants.

Favorable rule for corporate stock acquisitions where life insurance contracts are less than 50 percent of the target corporation’s assets.

The federal government will expand health reimbursement arrangement (HRA) with two new options starting in 2020.

Qualified small employer health reimbursement arrangements allow small employers to pay employee medical expenses on a tax-free basis.

A new comparability plan is a qualified defined contribution profit-sharing plan that’s age weighted and common among small businesses.

Small business owners may be able to increase tax-beneficial retirement contributions with the use of a cash balance plan.

The Department of Labor will require filings for executive retirement plans to be submitted electronically beginning Aug. 16, 2019.

Learn about the importance of regularly benchmarking your company’s 401(k) plan and what steps you should take.

Health savings accounts are a valuable tool for saving money for medical expenses since they offer a triple tax benefit.

Your retirement plan serves as a vehicle to attract and retain top talent. Examining plan analytics can help evaluate its success.

Business travel arrangements require employers to carefully analyze and determine proper tax treatment for employees.