Is Your Employer Sponsored Retirement Plan in Compliance with the IRS?

  • August 5, 2013

written by Kevin Hogan This is the third article in our Retirement Series. Click here to read our introduction. Employer sponsored...

Common IRA Contribution and Distribution Mistakes Pt 2

  • July 22, 2013

written by Jennifer Cochran This article will be split into two posts. To read our introduction to this Retirement Series, click...

Common IRA Contribution and Distribution Mistakes

  • July 15, 2013

written by Jennifer Cochran This article will be split into two posts. To read our introduction to this Retirement Series, click...

On the Road to Retirement

  • July 8, 2013

written by Aaron Henry One of the most important events in life is retirement. Embarking on this post-employment journey is not...

Common Employee Benefit Plan Pitfalls

  • June 17, 2013

written by Jacque Mattson There are many different parties involved with an employee benefit plan: the record keeper, custodian, trustee, plan...

The Large Employer Mandate to Provide Health Coverage

  • March 11, 2013

written by Patti Stoner At the heart of the Affordable Care Act is the large employer mandate to provide health coverage...

Increased W2 Reporting Requirement

  • January 7, 2013

written by Patti Stoner Mandatory reporting on Form W-2 for the cost of health coverage they provide to employees begins for...

New 401(k) Disclosure Requirements Impacting All Plans

  • May 15, 2012

written by Kathy Hillenburg Employers may not know just how much your 401(k) fees and other amounts charged against your 401k...

IRS Won’t Tax Personal Use of Employer-Provided Cell Phones

  • December 1, 2011

The IRS has announced in its recent Notice 2011-72, that it will not tax employees’ personal use of their employer-provided cell...