Benefit Plan Audits

Revised Form 5500 Rules May Lower Participant Count and Avoid Audit Requirement for Some Retirement Plan Sponsors

By: Saul Jimenez

ESOPs Provide Alternative Transaction Option for Exiting Business Owners

By: Saul Jimenez & Pawel Szeliski, CPA

Strategic Management of Retirement Plan Participant Count Can Forestall Audit Requirement

By: Saul Jimenez

Exclusion of Exempt Organization Employees from Retirement Plans

The IRS has finalized proposed regulations, with modifications, permitting the exclusion of employees of Code Sec. 501(c)(3) exempt organizations and governmental entities for purposes of testing whether a 401(k) or 401(m) retirement plan satisfies the minimum coverage requirements.

What Are the Retirement Contribution Limits for 2020?

As the new year approaches, now is a great time to familiarize yourself with retirement contribution limits. Whether you’re contributing to a traditional, SEP IRA or Roth IRA, it’s important to know how these contribution limits could affect your retirement planning.

Small Employer Pension Plan Start Up Costs

If you’re a newly established or recently acquired business, or a business that took several years to become profitable, now may be the time to put more money into employee benefit plans like a qualified retirement plan. Your business may be entitled to a tax credit that would reduce your business’s 2019 tax bill for… Continue reading Small Employer Pension Plan Start Up Costs