Top Plan Failures and Prevention Practices
Top Plan Failures: Failure to follow the terms of the plan document. Failure to update the plan document to reflect recent law changes. Failure to satisfy ADP/ACP testing requirements (exclude …
Tax Considerations for Craft Brewery Tasting Rooms
Tasting rooms allow craft breweries to gain a new source of revenue and to form personal connections with their customers. However, it is important to consider the potential tax implications …
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Responsibilities and Common Risk Areas of Fiduciaries
Are you a Fiduciary? You might be and not even know it. The key factor in determining if the individual or entity is a fiduciary is whether they are exercising …
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Plan Eligibility Trends and Increasing Participation
The main reason employees participate in a benefit plan is to save for retirement. In a study conducted by Samet & Company, PC, based on employee benefit plans that were …
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Choosing the Right Investment Options to Suit Your Goals
There is a diverse mix of investment options that a defined contribution plan may offer to its participants. The plan sponsor should aim to provide a sufficient number and variety …
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