News & Insights
News
Insights
Recent Posts
- IRS Finalizes Regulations for the Auto Loan Interest Deduction
- Maner Costerisan Kicks Off Season of Giving with Volunteer Work at Six Grand Rapids-Area Nonprofits
- Maner Costerisan Kicks Off Season of Giving with Volunteer Work at Nine Lansing-Area Nonprofits
- What Business Owners Need to Know About the Accounting Cycle
- Finish 2026 Strong with These Year-End Tax Planning Strategies
- IRS Publishes New Per Diem Business Travel Rates for Fiscal Year 2027
- What are the Common Warning Signs of Financial Distress?
- Cost vs. Coverage: Renewing Your Business’s Employee Health Plan
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Best Practices for Monitoring Retirement Plan Service Providers
As a plan sponsor it is good practice to formalize a process around monitoring service providers. Establishing, documenting, and executing this process can help to ensure that each vendor is…
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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…
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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…
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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,…
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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,…