retirement plans

Retroactive Retirement Plan Adoption

Retroactive Retirement Plan Adoption

Employers who requested an extension for their 2020 tax return may want to consider retroactive retirement plan adoption to offset their 2020 tax liability. For those who have already filed, keep this planning technique in mind for future years.

CARES Act Loan Errors

Correcting Retirement Plan CARES Act Loan Errors

Plan sponsors should work with service providers to ensure that CARES Act loans errors as a result of provisions in the Act expiring are crorrected, or take advantage of federal self-correcting programs.

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