Tag: SIMPLE 401(k) plans

Retirement Plan Reporting Requirements

Written May 20, 2021 by Barbara Dillon

Categories: 401(k) plans, Compliance, Employee Benefit Plans, Plan sponsors, Retirement plans

Sponsors of retirement plans are required by law to report information to the IRS, the Department of Labor (DOL), and Pension Benefit Guarantee Corporation (PBGC). Your plan type, business size, and circumstances affect the type of information, forms, and disclosure requirements.

401(k) Plans | Know the Rules

Written April 30, 2021 by Barbara Dillon

Categories: 401(k) plans, Employee Benefit Plans, Tax, Tax planning, Taxes

The benefits of retirement programs, for both companies and employees, can be substantial, but the rules are complicated. You need to figure out how to help your employees while being compliant.