http://5500audit.com/ Take a look at our recent blog posts and client newsletter articles. en-us Fri, 03 Feb 2012 09:00:00 -0600 Fri, 03 Feb 2012 09:00:00 -0600 http://www.5500audit.com/blog.php?id=16 On February 2, 2012, the DOL released the final ruling on Section 408(b)(2) fee disclosures resulting in yet another extension of the effective date... Fri, 03 Feb 2012 09:00:00 -0600 http://www.5500audit.com/blog.php?id=16 http://www.5500audit.com/newsletter.php#2 Unfortunately, tax season is prime time for scams. From phony websites to fake IRS e-mail and the threat of computer viruses, this is a good time to be extra careful online. Learn how to avoid identity theft and how to protect yourself from scammers this tax season. Wed, 01 Feb 2012 09:00:00 -0600 http://www.5500audit.com/newsletter.php#2 http://www.5500audit.com/newsletter.php#3 Wed, 01 Feb 2012 09:00:00 -0600 http://www.5500audit.com/newsletter.php#3 http://www.5500audit.com/newsletter.php#1 From Roth conversions to changes in reporting capital gains and losses, there were a number of tax changes in 2011 that affected taxpayers. Wondering how these changes affect you this tax season? Keep reading to learn more. Wed, 01 Feb 2012 09:00:00 -0600 http://www.5500audit.com/newsletter.php#1 http://www.5500audit.com/blog.php?id=15 As the deadline for ERISA Section 408(b)(2) and 404(a) regulations nears, industry leaders are asking for more time. Sun, 08 Jan 2012 09:00:00 -0600 http://www.5500audit.com/blog.php?id=15 http://www.5500audit.com/blog.php?id=14 Retirement plan contribution limits for 2012 have been announced... Tue, 29 Nov 2011 09:00:00 -0600 http://www.5500audit.com/blog.php?id=14 http://www.5500audit.com/blog.php?id=13 The Department of Labor has officially moved the deadline for compliance on fee disclosures. Sat, 23 Jul 2011 09:00:00 -0500 http://www.5500audit.com/blog.php?id=13 http://www.5500audit.com/blog.php?id=12 Changes are coming to the statements participants in your 401(k) plan receive on a quarterly basis. Disclosures of fees deducted from participant accounts will be shown on the face of the statement. The level of detail and the timing of the implementation remain undecided... Sat, 02 Jul 2011 09:00:00 -0500 http://www.5500audit.com/blog.php?id=12 http://www.5500audit.com/blog.php?id=11 Senate bill seeks to make changes to current regulations governing participant loans. Sun, 05 Jun 2011 09:00:00 -0500 http://www.5500audit.com/blog.php?id=11 http://www.5500audit.com/blog.php?id=10 A well written investment policy statement can go a long way in demonstrating that you fulfilled your fiduciary duties. Sun, 27 Mar 2011 09:00:00 -0500 http://www.5500audit.com/blog.php?id=10 http://www.5500audit.com/blog.php?id=9 Being a fiduciary of a 401(k) plan is an important function that comes with a certain level of personal risk. Tue, 01 Mar 2011 09:00:00 -0600 http://www.5500audit.com/blog.php?id=9 http://www.5500audit.com/blog.php?id=8 Do you view your current employee benefit plan audit as a regulatory requirement? When properly planned, an benefit plan audit should provide a value added service. Wed, 16 Feb 2011 09:00:00 -0600 http://www.5500audit.com/blog.php?id=8 http://www.5500audit.com/blog.php?id=7 Deemed distributions occur when a participant fails to repay a loan from an employee benefit plan - the result is the loan becomes taxable income to the participant. Fri, 07 Jan 2011 09:00:00 -0600 http://www.5500audit.com/blog.php?id=7 http://www.5500audit.com/blog.php?id=6 New rules governing the accounting for participant loans by defined contribution plans. Mon, 20 Sep 2010 09:00:00 -0500 http://www.5500audit.com/blog.php?id=6 http://www.5500audit.com/blog.php?id=5 A 401(k) audit is triggered by the number of eligible participants in your plan. Do you know the threshold? Wed, 05 May 2010 09:00:00 -0500 http://www.5500audit.com/blog.php?id=5 http://www.5500audit.com/blog.php?id=4 Are you familar with the definition of compensation as it is written in your 401(k) or 403(b) plan? Nearly all calculations from employee deferrals to employer matching are driven by the definition of compensation so you should be... Sat, 27 Mar 2010 09:00:00 -0500 http://www.5500audit.com/blog.php?id=4 http://www.5500audit.com/blog.php?id=3 Definition and uses of Participant forfeitures Sun, 21 Feb 2010 09:00:00 -0600 http://www.5500audit.com/blog.php?id=3 http://www.5500audit.com/blog.php?id=2 You have identified that your Plan may not be in compliance with your Plan Document (or worse with IRS/DOL regulations) - What do you do now? Wed, 03 Feb 2010 09:00:00 -0600 http://www.5500audit.com/blog.php?id=2 http://www.5500audit.com/blog.php?id=1 Department of Labor issues guidance on remitting employee deferrals Mon, 25 Jan 2010 09:00:00 -0600 http://www.5500audit.com/blog.php?id=1