The IRS has issued long-awaited guidance (Notice 2014–19) on the application of E.S. Windsor, SCt., 2013–2 ustc ¶50,400, to qualified retirement plans. The IRS reiterated that qualified retirement plan operations must reflect the outcome of Windsor and treat all same-sex couples, who were legally married in jurisdictions that recognize their marriages, the same as they treat […]
Benefit Plans Plus LLC offers a full range of retirement plan services that include consulting resources to fix broken retirement plans, servicing Cafeteria/FSA plans and custom plan design and administration services for nearly 800 clients nationwide.
Have you factored Social Security benefits into your overall retirement strategy? Roy Kramer, CPA, CDFA, CDS, NSSA, a certified National Social Security Advisor and member, tax services at Brown Smith Wallace, discusses strategies that people often overlook when claiming Social Security benefits. PLUS: Click here to request a free copy of “10 Things You Should Know […]
New regulations have many executives wondering if their retirement plan is in compliance. Chances are you have a compliance violation. Patrick Shelton, Managing Member – Benefit Plans Plus, an affiliated company of Brown Smith Wallace, discusses retirement plan regulations and the critical importance of benchmarking. Many executives only think of their 401(k) when receiving a […]
During this recession, business owners are concerned with decreasing cash flows. As a result, many are scrutinizing their retirement plans to ensure that they’re spending wisely. This is an opportunity for plan sponsors to revisit their retirement plan to see if it still meets the original goals and whether any specific goals should change. “There’s […]