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 →
Small retirement plans must submit annual financial returns to the IRS by using Form 5500-EZ. Generally, these plans cover only owners, partners, and their spouses. Technically, they are Non-Title I… read more →
Trends are a fact of life any more, and the pace of change continues to accelerate. Whether fashion, music, or technology, being a trend setter seems to bring rewards. On… read more →