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Pension Plan Changes Included In Bipartisan Budget Act

Posted on December 15 2015 by Sarah Antle

The headlines generated from the Bipartisan Budget Act of 2015 generally focused on how the legislation raises the debt ceiling through 2017, sets federal spending through the 2016 and 2017 fiscal years, and eases strict caps on spending. But, importantly … Continue reading →

Posted in DMLO Report | Tagged Bipartisan Budget Act of 2015, defined benefit, ERISA, PBGC, pension plans | Leave a comment

Guiding Your Plan With an Investment Policy Statement (IPS)

Posted on July 22 2015 by Breanna Kingsolver

Research by Plan Sponsor Council of America, Hewitt Associates and BARRA RogersCasey suggests that only about half of 401(k) plans have an investment policy statement (IPS). It probably should be 100%. There are good reasons to have an IPS — … Continue reading →

Posted in DMLO Report, Employee Benefits | Tagged 401(k), DOL, ERISA, Investment Policy Statement, IPS | Leave a comment

Deadline Looms On IRS Penalty Relief For Retirement Plan Returns

Posted on May 27 2015 by DMLO CPAs

Last year, the IRS announced the launch of a one-year temporary pilot program to help small businesses that have failed to timely file certain retirement plan returns. Now the deadline for seeking relief is right around the corner. Small businesses … Continue reading →

Posted in DMLO Report | Tagged delinquent filing, DOL, ERISA, Form 5500, IRS, IRS pilot program, penalty relief, retirement plan returns | Leave a comment