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Employee Benefit Plan Trends

Your resource for EBP knowledge

  • Retirement plan limits: 2018 vs. 2019 February 19, 2019 The change of the new year also brought some changes in retirement plans for employees. See below for a listing of limit changes happening to plans this year so that ...
  • Are you ready for VCP electronic filing? February 19, 2019 As of April 1, you’ll no longer be able to file paper forms and use paper checks to pay fees under the IRS’s Voluntary Correction Program (VCP). Instead, you’ll have ...
  • COMPLIANCE ALERT February 19, 2019 Upcoming compliance deadlines: 2/15     Quarterly benefit statements due for defined contribution plans with calendar year plans 2/28     Deadline for filing paper 2018 Form 1099 with IRS (electronic filing deadline is March ...
  • COMPLIANCE ALERT December 18, 2018 Upcoming compliance deadlines: 12/31   Deadline for making required minimum distributions for 2018 12/31   Deadline for making corrective distributions for failed 2017 actual deferral percentage (ADP) and actual contribution percentage (ACP) tests ...
  • What To Do If You Inadvertently Blow Through 415(c) Limits December 18, 2018 What happens if your plan allocates too much money to a plan participant’s 401(k) account in a given year? The IRS recently addressed that issue in its periodic “fixing common ...
  • Not Planning for Early Retirement Threatens Employees’ Financial Security December 18, 2018 Employees often are unfazed by retirement calculators or other recommendations telling them they’ll need to step up the pace of their retirement savings to retire at a “normal” age. The ...
  • Is There a “MEP” in Your Future? December 18, 2018 Streamlined retirement plan model under review For small employers, the costs of administering a retirement plan can be intimidating. Legislation in Washington could provide some relief — particularly for very ...
  • It May Be Time To Offer A Self-Directed Brokerage Account Option December 18, 2018 Self-directed brokerage accounts (SDBAs) within a 401(k) plan typically offer participants the ultimate investment smorgasbord: a virtually unlimited selection of stocks, bonds, exchange traded funds (ETFs), and mutual funds to ...
  • COMPLIANCE ALERT October 5, 2018 Upcoming compliance deadlines: 10/1     First day to distribute qualified default investment alternative (QDIA), safe harbor, and automatic contribution arrangement annual notices to plan participants (no earlier than today) 10/1     Deadline for establishing a ...
  • New IRS Preapproved Plan Regime Takes Effect October 5, 2018 Last year, in Revenue Procedure 2017-41, the IRS announced a new regulatory regime for defined contribution plans. The regime was issued, according to the agency, “to expand the Provider ...
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