Auditor Spotlight: Andrew Kim, CPA
A spotlight on Andrew Kim, CPA, Audit Manager at Shea Labagh Dobberstein, as published in the firm’s May 2020 Employee Benefit Plans newsletter.
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What Your 401(k) Could Look Like in the Future: DC 3.0
What’s next for retirement plans? Future plan characteristics are likely to include plan consolidation, hyper-customization, and retirement income solutions.
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SECURE Act: Implications for Plan Sponsors in 2020
The SECURE Act is the first comprehensive legislation effecting retirement plans in over a decade. Plan sponsors should start assessing the consequences of the Act now, especially as many provisions are effective in 2020.
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How the CARES Act Impacts 401(k) Plans
Plan sponsors should be aware of three provisions that impact 401(k) plans, following the recent passage of the $2 trillion coronavirus-relief legislation.
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Auditor Spotlight: Yvonne Wu
A spotlight on Yvonne Wu, CPA, Audit Manager at Shea Labagh Dobberstein, as published in the firm’s January 2020 Employee Benefit Plans newsletter.
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Are Your Target Date Funds Putting You at Risk?
Should plan sponsors have concerns about offering TDFs in the plan investment menu despite their popularity? The short answer is “yes.” TDFs can increase a plan sponsor’s fiduciary liability.
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401(k) Hardship Withdrawals Become Easier
The IRS issued a final rule in September 2019 that not only makes it easier for participants to take a hardship withdrawal, but eases the plan sponsor requirements.
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Year-End Tax Planning Moves in 2019
We have compiled a list of action items for individuals and businesses that may help you save tax dollars.
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