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Timing is Everything
on February 1, 2015 in
Newsletters
by
Daniel Wedeking
For years now, we have been hearing from the Department of Labor (DOL) about the importance of depositing employee 401(k) deferrals and loan payments as quickly as possible. While that continues to be the case, it seems that there is not nearly as much commentary about when to deposit company matching or profit sharing contributions. That is about to change with this article.
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Tagged With:
Department of Labor
,
DOL
,
401(k)
,
loan payments
,
employee deferrals
,
tax deducations
,
company contributions
,
S Corporation
,
IRS
,
HCE
,
ACP
,
ADP
Year-End Compliance Testing Overview
on December 1, 2014 in
Newsletters
by
Daniel Wedeking
The end of the calendar year is fast approaching which means the plan year end for many qualified plans. It will be time for plan sponsors to collect complete employee data to enable their service providers to perform the numerous compliance tests required to retain the plans taxqualified status.
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Tagged With:
Department of Labor
,
DOL
,
Form 5500
,
HCE
,
Key Employees
,
ADP
,
ACP
,
401(k)
The Continuing Evolution of the Safe Harbor 401(k) Plan
on April 4, 2014 in
Newsletters
by
Daniel Wedeking
The safe harbor 401(k) plan roared onto the scene in 1998 as a new design that allowed company owners and other highly compensated employees to maximize their salary deferrals even when other employees contributed at relatively low levels. Over the last 16 years, these plans have continued to evolve through a series of new laws and IRS pronouncements.
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Tagged With:
safe harbor
,
401(k)
,
IRS
,
HCE
,
ADP
,
EPCRS
The IRS Meets Letterman
on December 3, 2012 in
Newsletters
by
Daniel Wedeking
Anyone who has ever watched late night television is familiar with the ubiquitous Top 10 List, counting down humorous examples of whatever is in the news. Not to be upstaged, the IRS has its own Top 10 List—the top 10 plan compliance failures found in voluntary correction filings.
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Tagged With:
IRS
,
compliance
,
RMD
,
ADP
,
ACP
,
DOL
,
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,
eligibility
,
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