Compliance Alert 2019

COMPLIANCE ALERT Upcoming compliance deadlines: 9/16*   Extended deadline for S corporation tax returns (IRS Form 1120S) 9/16*   Extended deadline for partnership tax returns (IRS Form 1065) 9/30     Summary Annual Report (SAR) due for Form 5500 that was due July 31,...

De-risking the Defined Benefit Pension Model

Private sector employers have been retreating from the defined benefit (DB) pension model for decades. This is largely motivated by a desire to “de-risk” the company from a financial obligation that’s as variable as financial market behavior. More recently, holdouts...