Mary Beth’s Corner

Category: Participant Services

Overwhelmed By Payroll Processing?

Time is a precious resource when managing a business and running accurate payroll can be time consuming and complex. Payroll Integrations and aggregators can automate a plans payroll experience between the Plan Sponsor, Recordkeeper and TPA.

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What You Need to Know About SECURE 2.0

The House and Senate have passed the Consolidated Appropriations Act of 2023, which includes a grouping of retirement plan provisions better known as, “SECURE 2.0”.

On December 23, 2022, the bill was presented and signed into law by President Biden.

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The Year End Glee of RMDs

With 2023 rapidly approaching, it’s important to keep up with year-end IRS requirements and make the necessary communications around RMD rules for employees.

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Saver’s Tax Credit

Most know that making eligible contributions to your IRA or employer-sponsored retirement plan may be tax deductible, but did you know that you may also be eligible for a tax credit?

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IRS vs. DOL – All About Audits

Only a few things can strike fear into the eyes of an employer like an audit notice. Despite the bitter chill that comes over when term audit is announced, an audit is just an official financial examination of employer accounts to ensure integrity within the plan.

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