Tag Archives: qualified plans

Qualified Retirement Plan Considerations and 2019 Year-End Action Items

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Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2019 IRS year-end amendments and offers year-end action items. Discretionary amendments Changes to hardship withdrawals Adjustment to the determination letter program Read the full advisory here. [...]Read more

Qualified Retirement Plan Considerations and 2018 Year-End Action Items

▪ Written by

Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2018 IRS year-end amendments and offers year-end action items.

  • Discretionary amendments
  • Storm and disaster relief
  • Tax reform changes

Read the full advisory here.

Do You Need to Send an Annual Notice to Plan Participants?

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Our Employee Benefits & Executive Compensation Group reviews the multiple year-end notices that defined contribution plans must issue to participants.

  • 2019 retirement plan limits
  • Notice content and deadlines
  • Practice pointers

Read the full advisory here.

Qualified Retirement Plan Amendments: Year-End Update

▪ Written by and

Our Employee Benefits & Executive Compensation Group reminds plan sponsors to get ready for 2017 IRS year-end amendments.

  • Discretionary amendments
  • Storm and disaster relief
  • Required amendments

Read the full advisory here.

Do You Need to Send an Annual Notice to Plan Participants?

▪ Written by and

Our Employee Benefits & Executive Compensation Group reviews the multiple year-end notices that defined contribution plans must issue to participants.

  • 2018 retirement plan limits
  • Special consideration for safe harbor plans
  • Practice pointers

Read the full advisory here.