Insights
2019 Cost of Living Adjustments
Plan sponsors should review the cost of living adjustments (COLAs) to determine what, if any, changes need to be communicated to employees via orientation meetings and enrollment forms.
Managing Employee Stock Ownership Plan (ESOP) Repurchase Liability
Many ESOP corporations are presented with the challenge of maintaining an ESOP over the long-term.
Late Summer EBP News Bites
Are you ready to catch up on some of the recently issued guidance and other information provided by the Internal Revenue Service (IRS), Department of Labor (DOL) and Social Security Administration (SSA) regarding employee benefit plan matters? The government regulators have been busy and we have been as well.
Employee Benefit Plan Filings Due July 31
Calendar year employee benefit plans are generally required to file the 2017 Form 5500 and Form 8955-SSA by July 31, 2018 unless an extension Form 5558 is timely filed with the Internal Revenue Service Center in Ogden, Utah.