Attorneys would define a Safe Harbor as a provision of a statute or a regulation that specifies that certain conduct will be deemed not to violate a given rule. In our ERISA world, a Safe Harbor is a provision of
National Benefit Services, Inc.
National Benefit Services, Inc. is an organization that provides services related to retirement plans, particularly focusing on pre-approved pension plans such as Defined Benefit and Cash Balance plans. Their publications primarily address compliance with Internal Revenue Code and IRS regulations, including required restatements of pension plans and legislative updates like the SECURE 2.0 Act. They offer guidance on plan administration, amendments, and operational checklists to help employers manage retirement plans effectively. Topics often include plan restatement deadlines, legislative impacts on retirement savings, transitioning between plan types (e.g., SIMPLE IRA to 401(k)), and strategies to improve plan success such as increasing deferral rates.
Latest from National Benefit Services, Inc. - Page 4
When your SIMPLE-IRA no longer fits, maybe it’s time for a 401(k) plan…and November 2 is almost here
By Jerry Kalish
Playing the game of 401(k) audit roulette: the odds are getting shorter.
By Jerry Kalish
Don’t procrastinate in setting up a Safe Harbor 401(k) plan for 2018: October 1 deadline almost here
By Jerry Kalish
In the era of electronic enforcement, fidelity bond issues easily revealed on Form 5500
By Jerry Kalish
Stress testing S corporations for Reasonable Compensation
By Jerry Kalish
Still Standing After the New Tax Law: Employee Commuter Tax Benefits
By Jerry Kalish
Entity Selection to Become Important Part of 2018 Tax Planning
By Jerry Kalish
The recently passed Tax Reform and Jobs Act made fundamental changes affecting individual and entity tax rates. As a result, tax advisors will be considering whether clients are using the appropriate form and how new entities should be structured.
If…
Entity Selection to Become Important Part of 2018 Tax Planning
By Jerry Kalish
The recently passed Tax Reform and Jobs Act made fundamental changes affecting individual and entity tax rates. As a result, tax advisors will be considering whether clients are using the appropriate form and how new entities should be structured.
If…