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SAS 136: The communication of reportable findings

SAS 136: The communication of reportable findings

SAS 136 includes requirements to communicate reportable findings identified as a result of testing relevant plan provisions.
IRS releases guidance on Q4 removal of employee retention credit

IRS releases guidance on Q4 removal of employee retention credit

Employers need to react quickly to the new guidance to pay in amounts as if they were incurred on Dec. 31, 2021.
IRS releases 2022 retirement plan limitations

IRS releases 2022 retirement plan limitations

The IRS has released its annual cost-of-living adjustments for retirement plan limits, effective Jan. 1, 2022.
Employer compensation considerations for remote workers

Employer compensation considerations for remote workers

Employers must set compensation policies for remote workers taking into account federal and state tax laws and state legal requirements.
Succession planning using retirement plans

Succession planning using retirement plans

Business owners who work for the company may facilitate an ownership transition by separating service payments from company value.
Succession planning using employee stock ownership plans

Succession planning using employee stock ownership plans

ESOPs are a unique tool that can be valuable to selling shareholders, corporations and employees in a corporate succession plan.
Operating nonqualified deferred compensation plans FAQs for employers

Operating nonqualified deferred compensation plans FAQs for employers

Throughout a plan’s life cycle, employers should consider whether their plans remain compliant and aligned with the organization’s goals.
IRS issues employee retention credit gross receipt exclusion procedure

IRS issues employee retention credit gross receipt exclusion procedure

Rev. Proc. 2021-33 allows exclusion of PPP, restaurant revitalization and shuttered venue operator grants from ERTC gross receipts test.
IRS enhances employee retention credit guidance for open questions

IRS enhances employee retention credit guidance for open questions

Notice 2021-49 provides answers on previously uncertain issues and addresses changes implemented in the American Rescue Plan Act.
Paid leave for employees impacted by COVID-19 in 2021

Paid leave for employees impacted by COVID-19 in 2021

Some employers can give paid leave to employees impacted by COVID in 2021 and claim a payroll tax credit per the American Rescue Plan Act.
IRS updates its Employee Plans Compliance Resolution System (EPCRS)

IRS updates its Employee Plans Compliance Resolution System (EPCRS)

EPCRS is a summary of the rules that the IRS uses to assist employers in correcting retirement plan mistakes without disqualifying the plan.
IRS extends relief for leave-based donation programs

IRS extends relief for leave-based donation programs

Notice 2021-42 provides guidance for cash payments from foregone vacation, sick or personal leave made by employers to charities.
Paid leave for employees impacted by COVID-19 in 2021

Paid leave for employees impacted by COVID-19 in 2021

Some employers can give paid leave to employees impacted by COVID in 2021 and claim a payroll tax credit per the American Rescue Plan Act.
Hospitality industry may find relief in new ERC expansions

Hospitality industry may find relief in new ERC expansions

Despite receipt of PPP loans, hospitality businesses may be eligible for retroactive 2020 and new 2021 credits.
Partial plan terminations, 2020 and COVID-19

Partial plan terminations, 2020 and COVID-19

A consequence of COVID-19 reductions is potential partial plan termination. Learn the requirements of a partial plan termination.
Retirement plans under the Consolidated Appropriations Act, 2021

Retirement plans under the Consolidated Appropriations Act, 2021

The Act does not lengthen CARES Act COVID plan relief, but offers relief for non-COVID disasters, partial terminations and pension plans.