Plan Documents: Amendments and Restatements
A Defined Contribution (DC) plan is a business retirement plan and most often refers to 401(k), Profit Sharing, and Solo-(k) plans. DC...
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- Sep 16, 2020
- 2 min
Plan Documents: Cycle 3 Restatement FAQs
Plan Restatements A plan restatement means the plan document is re-written in its entirety. Every six years, the IRS requires...
- Nov 18, 2019
- 1 min
West Texas Women CPAs Annual Seminar
CRI TPA Services Chief Operations Officer Joy Hodgson will present at the WTWCPA Annual Seminar on November 19, 2019. Her session, titled...
- Sep 19, 2019
- 2 min
What You Should Expect From Your TPA Vendor When it Comes to Cybersecurity
As cybercrimes continue to increase across the board, more and more and employers are requiring their third-party administration vendors...
- Aug 19, 2019
- 4 min
What Does a Cash Balance Plan Mean for You?
Back to the Basics Often described as a “hybrid arrangement,” cash balance plans are a specific type of defined benefit plan. When a cash...
- Aug 15, 2019
- 1 min
IRS RELEASES NEW RETIREMENT PLAN LIMITS FOR 2019
The IRS recently released the 2019 cost of living adjustments for retirement and pension plans.