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
The Retirement Plan Blog
Helping get your retirement plan from where it is now to where it needs to be
The Retirement Plan Blog, published by National Benefit Services, Inc., focuses on retirement plan compliance, legislative updates, and practical guidance for employers and plan sponsors. It covers topics such as required pension plan restatements, implications of major retirement legislation like SECURE 2.0, transitioning from SIMPLE IRAs to 401(k) plans, and strategies to improve plan success including deferral rates. The blog also addresses IRS deadlines, correction programs for missed compliance, and operational considerations for various retirement plan types. It aims to clarify complex regulatory requirements and assist fiduciaries in managing retirement plans effectively.
Latest from The Retirement Plan Blog - 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…