Our Thoughts On Archive

What You Should Be Doing to Prepare for the October 15 Form 5500 Filing Deadline

As the October 15 Form 5500 filing deadline quickly approaches, there are some important items you should address sooner rather than later: Contact your

401(k) Plan Sponsors Continue to Face Class-Action Lawsuits

This past June, a $31 million settlement was reached in a class-action lawsuit filed against Massachusetts Mutual Life Insurance Company back in November

DOL Communicates Importance of Retirement Plan Fiduciary Responsibilities

The Department of Labor (DOL) has continued to communicate the importance of fiduciary responsibilities of plan sponsors. The DOL’s Fiduciary Education

Emerging Task Force Discusses Potential Changes to Master Trust Reporting

In 2015, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update 2015-12 “Plan Accounting: Defined Benefit Pension Plans

AICPA Employee Benefit Certification Program: Another Step in Enhancing Audit Quality

Whether you are a plan administrator or CPA who audits employee benefit plans, you realize and understand the complexities and uniqueness that each employee

Cash Balance Plans: What You Need To Know

Recent surveys by the ASPPA College of Pension Actuaries as well as other organizations are showing a large increase in the number of cash balance plans