Form 8955-SSA is used by plan sponsors to report participants who have separated from service and are entitled to deferred vested benefits. The form is typically filed with the plan's Form 5500 and is prepared by the firm that prepares the 5500.
The IRS announced 2025 dollar limits on benefits and contributions for qualified retirement plans.
Continuing our series on this year’s retirement plan regulatory updates, we now shift our focus to the Department of Labor. If ...
Each year, our annual Regulatory Update covers the regulatory, litigation and legislative updates and changes that are affecting ...
403(b) plan sponsors are required to adhere to the long-term/part-time (LT/PT) participation rules that go into effect Jan. 1, ...
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The IRS issued guidance for 403(b) plan sponsors on the SECURE 2.0 rule requiring long-term/part-time (LT/PT) employees to be ...
I was recently at an industry conference of retirement plan consultants and participated in a session discussing how ...
The most recent trend in retirement is to focus on retirement income. However, many conversations revolve around believing that ...
Only so many tasks are more difficult than finding the most suitable target date fund (TDF) series for a plan’s participants. Our ...
On August 19,, the Internal Revenue Service (IRS) released interim guidance (Notice 2024-63) related to section 110 of the SECURE ...
ERISA Overview: The Employee Retirement Income Security Act of 1974 (ERISA) regulates employee benefit plans, including pension ...