A “gotcha” can happen to small plans – those exempt from filing a Form 5500 for a certain year. To qualify, a plan must be both (a) entitled to use… read more →
We still hear concern from employers and advisors concerning fully insured (412(e)) retirement plans. For a while, there was speculation that the IRS would take an active role in such… read more →
We receive lots of questions. Sometimes from our clients (and prospective clients), sometimes from financial advisors, and sometimes from phone calls out of the blue. We’ve begun compiling the most… read more →