Your search for resulted in 55 hits
-
Tips to Keep Your Retirement Plan in Compliance
https://www.usicg.com/publications/insights-articles/compliance-legal/tips-to-keep-your-retirement-plan-in-compliance/12/20/2021 11:55:24 PMAre you prepared for an IRS or DOL audit? Learn best practices to keep your plan in compliance and avoid added costs and liabilities. Are you prepared for an IRS or DOL audit? Learn best practices
-
Window of Savings Opportunities with Backdoor Roth IRAs
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/window-of-savings-opportunities-with-backdoor-roth-iras/12/20/2021 11:55:24 PMWhat is a mega backdoor Roth IRA? What is the limit to a backdoor Roth IRA? Is it worth it? Can I do a backdoor Roth every year?
-
An Employer’s Guide to Annual Retirement Plan Compliance Requirements
https://www.usicg.com/publications/insights-articles/compliance-legal/an-employers-guide-to-annual-retirement-plan-compliance-requirements/12/20/2021 11:55:24 PMDo you have a retirement plan compliance checklist? If you don’t think your organization needs one this year, think again. Legislative and regulatory changes, as well as organizational changes, can
-
Missing Participants? Search Efforts Are a Fiduciary Duty
https://www.usicg.com/publications/insights-articles/compliance-legal/missing-participants-search-efforts-are-a-fiduciary-duty/12/20/2021 11:55:24 PMUpdated guidance from the U.S. Department of Labor details the actions that employers must take to locate missing retirement plan participants and ensure they receive their benefits.
-
Companies Benefit When Employees Are Financially Healthy
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/companies-benefit-when-employees-are-financially-healthy/12/20/2021 11:55:24 PMCompany-sponsored programs can help prepare workers for a financially secure retirement and help mitigate costs to your organization. Company-sponsored programs can help prepare workers for a
-
Retirement Plan Fees: Are You Being Overcharged?
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/retirement-plan-fees-are-you-being-overcharged/12/20/2021 11:55:24 PMHelp your organization negotiate and lower its retirement plan fees with a fiduciary expense reduction analysis.
-
Successful Acquisitions Include Thorough Due Diligence
https://www.usicg.com/publications/insights-articles/compliance-legal/successful-acquisitions-include-thorough-due-diligence/12/20/2021 11:55:24 PMFor employers in the process of an acquisition or merger, thorough due diligence of the target company’s retirement plan can help identify potential costly risks and liabilities, compliance issues
-
Fiduciary Support Reduces ERISA Litigation Risk
https://www.usicg.com/publications/insights-articles/compliance-legal/fiduciary-support-reduces-erisa-litigation-risk/12/20/2021 11:55:24 PMRetirement plan fiduciaries with limited experience and awareness may increase the organization’s litigation risk.
-
Scared vs. Prepared: Conducting an Operational Compliance Review
https://www.usicg.com/publications/insights-articles/compliance-legal/scared-vs-prepared-conducting-an-operational-compliance-review/12/20/2021 11:55:24 PMNo one likes being audited by the Internal Revenue Service (IRS) or Department of Labor (DOL), but all qualified retirement plans (defined benefit and defined contribution) may be selected for an
-
Cycle 3 Plan Restatement Deadline is Closer than You Think
https://www.usicg.com/publications/insights-articles/defined-contribution-401k/cycle-3-plan-restatement-deadline-is-closer-than-you-think/12/20/2021 11:55:24 PMFailing to adopt a Cycle 3 restatement plan document by the deadline could result in IRS-imposed penalties and may also jeopardize your plan’s tax-qualified status.