Read About - 2020 Plan Year DOL Audit Quality AssessmentSeptember 27, 2021
The DOL Employee Benefits Security Administration (EBSA) Office of the Chief Accountant (OCA) is preparing to conduct a quality assessment to analyze the audit work performed by independent qualified public accountants (IQPAs or auditors)
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Read About - Important Calendar Year Retirement Plan Deadlines
Read About - Average Retirement Savings in the US: The Pandemic and Gender GapSeptember 3, 2021
The COVID-19 pandemic has wreaked havoc across all sectors, creating an uncertain economic environment worldwide
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Read About - DOL Focuses on Uncashed Retirement ChecksSeptember 3, 2021
The US Department of Labor's (DOL) focus on uncashed checks and missing participants has expanded to include uncashed retirement checks held by former record-keepers
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Read About - 2022 Social Security COLA Expected To JumpAugust 5, 2021
According to the latest Consumer Price Index (CPI) statistics, the cost-of-living adjustment (COLA) for next year might be much higher than the projected figures released a month ago
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Read About - CalSavers Registration Deadline Almost Here!June 16, 2021
In 2016, Governor Brown signed California Senate Bill 1234, which resulted in the creation of a workplace retirement savings program known as the CalSavers Retirement Savings Program (CalSavers)
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Read About - Preserving Your Retirement Plan’s Company MatchesJune 16, 2021
Company matches, or employer contributions to defined contribution plans, such as 401(k) or 403(b), are fundamental to help employees save for retirement
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Read About - Final IRS Changes for Hardship Distribution RulesJune 7, 2021
Hardship distributions allow participants of retirement plans to remove funds from their accounts before reaching the age of 59½ to fulfill an immediate financial need
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Read About - New DOL Guidance Regarding Missing ParticipantsMay 24, 2021
The Department of Labor (DOL) released three new pieces of guidance in January 2021 aimed at helping retirement plan sponsors with the challenge of missing participants
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