Fulcrum Partners is pleased to share the following report, prepared by the Employee Benefits group at Isler Dare PC: Checklist of September Plan Deadlines for Retirement, Medical, and Other Plans. You can read the full report as a PDF here.
The IRS recently made significant changes to its comprehensive guidelines on how retirement plans can correct operational and other failures. On July 16, 2021, the Internal Revenue Service (the IRS) released Rev. Proc. 2021-30, reflecting important changes to the Employee Plans Compliance Resolution System (the EPCRS) that the IRS previously established for correcting errors in tax-qualified retirement plans.
Benefit filing deadlines for May 2021, courtesy of Isler Dare.
Reminder of upcoming benefits deadlines for April 2021, including defined benefit contributions.
Benefit deadlines checklist including retirement plan recordkeeper must-dos for February 2021.
As you question, “where did this month go already” remember to review this list of benefits deadlines. Thank you Isler Dare PC for providing this checklist for us to share.
On January 11, 2021, IslerDare PC published their “Employee Benefits Update”, addressing important aspects of the Consolidated Appropriations Act.
Courtesy of IslerDare PC, we’re providing you a 2020 year-end compliance checklist with actions you may need to take now regarding your organization’s health, welfare and retirement plans.
The IRS has issued guidance on new retirement plan features under the SECURE Act, specifically related to long-term, part-time employees.
In order to remove possible barriers to the broader use of multiple employer plans, the Setting Every Community Up for Retirement Enhancement Act (the “SECURE Act”) of 2019 authorized the establishment of Pooled Employer Plans (“PEPs”), which are defined contribution plans that provide retirement benefits to employees of two or more unrelated employers funded entirely through individual retirement accounts.