by Dayle Scheinman | Jan 4, 2023 | Investing
We are living in a time of extreme uncertainty and the anxiety that comes along with it. Against the backdrop of war, humanitarian crisis, and economic hardship, it’s natural to wonder what effect these world events will have on our long-term investment performance....
by Dayle Scheinman | Dec 4, 2022 | Defined Contribution Plans, Fiduciary Concerns
April If a plan audit is required in connection with the Form 5500, make arrangements with an independent accountant/auditor for the audit to be completed before the Form 5500 due date (calendar-year plans). Audit first quarter payroll and plan deposit dates to ensure...
by Dayle Scheinman | Dec 4, 2022 | Defined Contribution Plans, Fiduciary Concerns
January Send payroll and employee census data to the plan’s recordkeeper for plan-year-end compliance testing (calendar-year plans). Audit fourth quarter payroll and plan deposit dates to ensure compliance with the DOL’s rules regarding timely deposit of participant...
by Dayle Scheinman | Oct 28, 2022 | Retirement Planning
CREATE THE PLAN YOU NEED FOR THE RETIREMENT YOU WANT Define your goal and craft a plan A retirement plan doesn’t have to be daunting—it’s important to just get started. This chart can help you determine if you are generally on the right path using the assumptions...
by Dayle Scheinman | Oct 28, 2022 | Retirement Planning
Retirement planning tips and resources that everyone can use Knowledge is retirement power Looking to reduce your taxes? It’s always good to remind yourself that your workplace retirement plan offers one of the best tax breaks available. That’s because your...
