On the IRS’s Website, “inadequate or no fidelity bond” is listed as the number two defect that compliance officers found during audits. All qualified retirement…
You’ve heard it before…you get out what you put in (garbage in, garbage out). The end of the year has passed, signaling important assignments for…
Compliance testing is an annual IRS requirement for all qualified retirement plans and serves as a checkpoint to ensure compliance with Internal Revenue Code and…
All retirement plans have certain key elements. These include: A written plan that describes the benefit structure and guides day-to-day operations A trust fund to…