News & Insights
Recent Posts
- 6 Signs Your Finance Team Is Operating in Survival Mode
- Maner Wealth Named to National Wealth Magnets List for Third Consecutive Year
- How to Strengthen Your Nonprofit’s Cash Flow
- Beware of Potential Tax Issues When Selling Self-Created Intangibles
- Should You Make After-Tax, Non-Roth 401(k) Contributions?
- The Business Lifecycle Part 3: The Growth Stage
- Managing Overhead Costs Today
- Midyear is a Good Time to Update Your Business’s Strategic Plan
-
2020 Form 5500 Not Needed for Retroactively Adopted Retirement Plans
On August 6, 2021, the IRS announced that employers who in 2021 retroactively adopt a tax-qualified retirement plan for 2020 are not required to file a 2020 Form 5500 Annual…
-
Strengthening Workers’ Financial Wellness after the Pandemic
Even before the COVID-19 pandemic, employers were becoming increasingly focused on helping their workforces prepare for retirement and address other areas of financial wellness. Unfortunately, the pandemic heightened the pressures…
-
Defined Contribution Plans Mandatory Lifetime Income Disclosures
With the intent to give retirees more visibility into how retirement savings translate into lifetime income, as part of the Setting Every Community Up for Retirement (SECURE) Act of 2019,…
-
Form 5500 and How to Avoid Three Common Mistakes
For businesses with retirement plans it is crucial to understand Form 5500. The form reports on a significant amount of information about the plan. Form 5500 details the financial, actuarial,…
-
How KPI’s and Data Can Strengthen Your Employee Benefit Plan
As we move in to a more automated and data-driven workforce, there’s one buzzword that seems to rise above the rest, Key Performance Indicator (KPI). It’s consistently driven home that…