Featured Insights

2021 Inflation-adjusted Limits for HDHPs

The IRS recently issued several advisories about 2021 inflation-adjusted limits for High Deductible Health Plans (HDHPs) paired with Health Savings Accounts (HSAs), non-grandfathered health plans, and ACA employer shared responsibility penalties under IRC §4980H. The purpose of this post is […]

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Employer Student Loan Tax Benefit in the CARES Act

As part of the Coronavirus Aid, Relief and Economic Security (CARES) Act, payments made between March 27 and December 31, 2020, toward employee’s student loan debt may be eligible for a tax benefit. Employees can exclude up to $5,250 from […]

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Take Stock of Your ESOP Distribution Policy

It’s plain and simple: if your company’s Employee Stock Ownership Plan (ESOP) lacks a distribution policy, there may be no defined rules for when and how participants are paid from the plan. A distribution policy is a key component of […]

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IRS Issues Guidance for Mid-Year Reduction/Suspension of Safe Harbor Contributions

The IRS has issued Notice 2020-52 which clarifies the requirements for a mid-year amendment to a safe harbor 401(k) or 401(m) plan that reduces or suspends contributions made only on behalf of highly compensated employees (HCEs). The notice also provides […]

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Have Your Leaders Adapted to the New Management Realities of the Workplace?

Welcome to the new decade, where the conflation of social distancing, social justice, and social media influence is impacting the workplace in unprecedented ways. With generational changes in the workforce and the need to lead from a distance, no one […]

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Our Thoughts

Is it Time to Restate Your Defined Contribution Plan?

Whether your defined contribution plan is a 401(k) plan, a profit-sharing plan, a money purchase pension plan or an employee stock ownership plan, and whether your plan is a mostly “run of the mill” individually designed plan or a plan […]

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ESOP Distribution Policies Webinar

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