February 12, 2024
The related group rules apply when determining the ownership of entities and when those entities must be grouped together and treated as one employer for qualified plan purposes.
Related Groups under Common Control
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Advisor Articles
Long-Term, Part-Time Employees, Family Attribution, and the Employee Plans Compliance Resolution System
December 12, 2023
The SECURE 2.0 Act of 2022 (SECURE 2.0), signed into law on December 29, 2022, changed and expanded a few rules that are important when we talk about administration of qualified retirement plans and more importantly the impact of these rules when we are running those plans.
Are Plans Still Top Heavy?
By Theresa Conti
Warning Signs
Advice on terminating a client relationship. By Theresa Conti We all know that some clients just...
Keeping the Wolves Away
Here are some helpful tips on cybersecurity to share with your staff. By Theresa Conti...
Plan Amendment Best Practices
Have a recipe for success and follow it. Here are some helpful tips. By Theresa Conti &...
2023 Deadline for 2022 Retroactive Plans / Tax Filing Deadlines Overview
Advisors have been reaching out to us for specifics and guidance on 2023 deadlines for 2022 retroactive plans as well as tax filing deadlines. A retroactive plan (i.e. a plan for the 2022 tax year) can be adopted as long as the tax return has not been filed.
JULY Promotes Sales Leaders with Plans to Expand National Sales Presence
Record sales and innovative product development are driving a growing sales team Waco, Texas,...
Glass Half Full: Good News for Sponsors of Plans Undergoing IRS Audit
IRS recently announced a new pilot program for retirement plans that are selected for an IRS audit.
JULY Fuels Its Growth Strategy with Investments by Platform Partners
July Business Services, LLC (“JULY”), a leading national provider of 401k plan services to small to medium sized employers, announced today a capital investment by Platform Partners LLC (“Platform”), a private investment company headquartered in Houston.
Introducing JULY IRA to Support Participant Rollovers
The JULY IRA helps participants with their savings goals keeping their monies invested for the...
Is a PEP the Right 401(k) Solution for My Client?
First of all….what’s a PEP and why is it important? A Pooled Employer Plan (PEP) is the latest...