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  • Using AI in Finance March 12, 2019 Is your finance team using AI? Only 11% of executives are making use of artificial intelligence (AI) and over one-third of companies spend more time collecting data than analyzing it. These ...
  • 401(k) Compliance Alert April 2019 March 2, 2019 COMPLIANCE ALERT Upcoming compliance deadlines: 4/1       Initial required minimum distribution for participants who attained age 70½ in 2018 (applies to qualified plans where the participant is at least a 5% owner and ...
  • Finalized Section 965 transition regs: An overview February 26, 2019 The IRS has issued highly anticipated final regulations under Internal Revenue Code Section 965, the transition tax provision added by the Tax Cuts and Jobs Act (TCJA). Sec. 965 generally ...
  • Claims court upholds FBAR penalty exceeding regulatory cap February 26, 2019 In a recent case, the U.S. Court of Federal Claims granted summary judgment in the IRS’s favor and determined that a taxpayer’s failure to file a Report of Foreign Bank ...
  • Finalized Section 965 transition regs: Adjustments to E&P and basis February 26, 2019 The IRS has issued highly anticipated final regulations under Internal Revenue Code Section 965, the transition tax provision added by the Tax Cuts and Jobs Act. Sec. 965 generally requires ...
  • Failing to enroll eligible employees in your benefits plan February 19, 2019 What to watch out for and how to fix it Administrative glitches are practically inevitable at some point when operating a retirement plan, given the myriad ways things can get off ...
  • IRS OKs student loan debt reduction program linked to 401(k)s February 19, 2019 Student loan debt can be a significant deterrent to many of your employees’ retirement savings efforts — not to mention an anxiety-inducing drag on their productivity. Combining student debt payment ...
  • 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 ...