Findley Post
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Breaking Down the SECURE Act – 401(k) and Other Defined Contribution Plans
Benefits experts are still poring through the SECURE Act’s various mandated provisions, optional provisions, and effective dates, some of which may be retroactive. This series of articles will break down the implications that the Act has for existing tax-qualified retirement […]
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The CARES Act and its Impact on Retirement Plans
After several days of intense negotiations between Senate leadership and the Executive branch, the Coronavirus Aid, Relief, and Economic Security Act (the “CARES Act” or “Act”) was passed by the House on Friday, March 27th. The CARES Act will provide […]
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Congress Enacts Emergency Coronavirus Response Legislation
On March 18, 2020, President Trump signed the first of what is likely to be a flurry of legislative responses that provide relief and benefits to those impacted by the COVID-19 pandemic. The Families First Coronavirus Response Act (FFCRA) is […]
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Breaking Down the Secure Act – Required Minimum Distributions
Benefits experts are still poring through the SECURE Act’s various mandated provisions, optional provisions, and effective dates, some of which may be retroactive. This series of articles will break down the implications that the Act has for existing tax-qualified retirement […]
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2020 Defined Benefit Plan Compliance Calendar
Calendar Plan Year & Calendar Employer Tax Year* January 2020 15 Due date to make fourth required quarterly contribution for 2019 plan year 31 Last day to file Form 945 to report withheld federal income tax from distributions 31 Last […]
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2020 Health and Group Benefits Plan Compliance Calendar
Calendar Plan Year & Calendar Employer Tax Year* January 2020 31 Last day to report on Form W-2 to employees the cost of applicable employer-sponsored coverage under a group health plan February 2020 28 Paper Filing – Last day for […]
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2020 Defined Contribution Plan Compliance Calendar
Calendar Plan Year & Calendar Employer Tax Year* January 2020 31 Last day to file Form 945 to report withheld federal income tax from distributions 31 Last day to furnish Form 1099-R to recipients of distributions in 2019 February 2020 […]
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It’s Official: Coronavirus Screening and Treatment Covered Pre-Deductible for HDHPs
The Internal Revenue Service and the U.S. Treasury issued guidance this week to employers stating coronavirus screening and treatment can be provided through a high deductible health plan (HDHP) without participants first having to satisfy the plan’s deductible. According to […]
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Year-End Spending Bill includes the SECURE Act and other Retirement Plan Changes
With the passage of the 2020 federal government spending bill less than a week before Christmas, Congress has gifted us with the most significant piece of retirement legislation in over a decade. This newly enacted legislation incorporates the Setting Every […]
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Further Consolidated Appropriations Act of 2020 and ACA Taxes
On Friday night, December 20, President Trump signed two spending bills that keep the federal government funded until September 20, 2020. One of the bills was called the Further Consolidated Appropriations Act of 2020. This omnibus bill includes many provisions […]
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