2023 Changes to Form 5500 Audit Rules
In February, the Department of Labor (DOL) issued changes to Form 5500 returns for plan years staring 2023 and later. One very exciting change is that the 100-person audit threshold [...]
In February, the Department of Labor (DOL) issued changes to Form 5500 returns for plan years staring 2023 and later. One very exciting change is that the 100-person audit threshold [...]
SECURE 2.0 was enacted by Congress and signed into law on December 29, 2022. It affects virtually all types of retirement plans, and contains over 90 provisions, making this the [...]
We have started to receive inquiries from clients and advisors on the Maryland Saves program. The Maryland Saves program is only required for an employer who meets the following: The [...]