Sep 16, 20202 minPlan Documents: Amendments and RestatementsA Defined Contribution (DC) plan is a business retirement plan and most often refers to 401(k), Profit Sharing, and Solo-(k) plans. DC...
Sep 16, 20202 minPlan Documents: Cycle 3 Restatement FAQsPlan Restatements A plan restatement means the plan document is re-written in its entirety. Every six years, the IRS requires...
Nov 18, 20191 minWest Texas Women CPAs Annual SeminarCRI TPA Services Chief Operations Officer Joy Hodgson will present at the WTWCPA Annual Seminar on November 19, 2019. Her session, titled...
Sep 20, 20192 minWhat You Should Expect From Your TPA Vendor When it Comes to CybersecurityAs cybercrimes continue to increase across the board, more and more and employers are requiring their third-party administration vendors...
Aug 19, 20194 minWhat 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 16, 20191 minIRS RELEASES NEW RETIREMENT PLAN LIMITS FOR 2019The IRS recently released the 2019 cost of living adjustments for retirement and pension plans.