Mastering Year-End Preparations: Lessons from a Year of Insightful Webinars

Forfeitures Again? Why You Really Do Need to Take a Second Look at Forfeiture Compliance Now

IRS Extends 2023 Form 5500 Filing Deadline for California Plans

COBRA Continuation Coverage in Mergers and Acquisitions

Hot off the Press: Applying the IRS's New EPCRS Guidance in the Real World

IRS Says Third-Party Substantiation Required for Cafeteria Plan Medical and Dependent Care Expense,

The End of the COVID-19 National Emergency: What Plan Sponsors Need to Know

Important Deadlines and Updates for Defined Benefit Plan Sponsors and Pre-Approved Plan Providers

Secure 2.0 Corrections - EPCRS/Overpayments

New Rules for Form 5500

Whose Money is it Anyway? IRS Proposes New Regulations Governing Plan Forfeitures

Keeping it Simple under the Secure Act 2.0 for IRAs, SEPs & SIMPLE Plans

Health Care Plans After Dobbs: What Employers Need to Know

Secure 2.0 for 401(k) and 403(b) Plans: What Employers (and Their Advisors) Need to Know Now

We Missed the July 2022 Restatement Deadline – What Do We Do Now? Answer: It’s Complicated

Secure Act 2.0 2022 Means Changes for Retirement Plans

End of the Year Amendment Requirement for 457(b) Plans of Tax-Exempt Organizations

Prescription Drug Data Collection Reporting Deadline Nears

IRS Provides RMD Relief for Certain Death Beneficiaries

New IRS Revenue Procedure for 403(b) Plans