Search Results For irs AND benefits

Key benefits of bundled 401(k) plans: simplicity and affordability

Peter Westerman | August 18, 2016

Employers with dedicated benefits staff and sizable budgets can afford to hire outside advisers to help deal with the challenges associated with unbundled 401(k) plans, but for small to mid-sized companies, it's harder.

Seriously? Office of Retirement Savings Lost and Found?

Peter Westerman | August 17, 2016

Lawmakers want to create a federal Office of Retirement Savings Lost and Found to centralize the info participants need to track IRAs.

Fiduciary compliance: revolutionizing the benefits consulting business

Peter Westerman | August 04, 2016

In light of the DOLs recent hardline stance on the subject of plan sponsor obligations under ERISA (GAP Stores and others have recently been sued in breach of fiduciary lawsuits), I believe that the new safe haven transparency standard for plan sponsors must be fiduciary-level transparency.

How the Saver’s Credit can work for both old and young

Peter Westerman | July 13, 2016

Have you heard of the Savers Credit? For retirees and pre-retirees, the credit can be a good reason to keep making retirement plan contributions as long as possible.

Would you make this sacrifice to help your child retire a multi-millionaire?

Peter Westerman | July 13, 2016

Is it possible to eat healthy (and possibly lose weight) and achieve financial independence at the same time? Yep -- let's talk about the Child IRA.

DOL releases proposed Form 5500 revisions

Nick Thornton | July 13, 2016

The Department of Labor, Internal Revenue Service, and Pension Benefit Guaranty Corp. are proposing revisions to Form 5500 filings.

Cash balance retirement plans on the increase

Peter Westerman | July 12, 2016

Cash balance plans, also referred to as hybrid plans, are defined benefit plans, not defined contribution plans and their numbers, and assets, are rising.

Why you can’t take a vacation from the ACA … just yet

Peter Westerman | July 07, 2016

Five reasons why health benefits brokers need to help clients prepare for ACA-related challenges this summer.

Audits common, but not lawsuits, for retirement plans

Peter Westerman | July 07, 2016

Almost a third of plan sponsors indicated that their retirement plans were audited by the IRS or Department of Labor, says Willis Towers Watson.

Slideshow

5 ACA facts for expatriates

Peter Westerman | July 06, 2016

Expats need to know these 5 things about the Affordable Care Act to ensure they comply and avoid penalties.

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