Avoid ERISA Litigation
Avoid ERISA litigation with attention to common red flags Any size retirement plan can run into serious trouble when sponsors aren’t careful. With some planning, though, your qualified retirement plan…
What if You Find a Mistake in Your Retirement Plan?
How common is this? How can you try to correct it if it occurs? Provided by Dane A. Wilson, Wealth Management Advisor Your latest retirement plan account statement arrives in…
IRS Extends Affordable Care Act Reporting Deadlines
Welcome Relief for Employers By Jeffrey R. Spencer, CPA, Principal, Ciuni & Panichi, Inc. The Internal Revenue Service (“IRS”) has issued Notice 2016-4 which automatically extends the due dates of…
Now’s the Time to make Changes to your Retirement Plan
Start the Process Now By Jeffrey R. Spencer, CPA, Principal, Ciuni & Panichi, Inc. Most defined contribution retirement plans, such as 401(k), profit sharing, and money purchase plans will need…
Affordable Care Act New Reporting Requirements
Action Required Now By: Jeffrey R. Spencer, CPA, Principal, Ciuni & Panichi, Inc. The Affordable Care Act (ACA) imposes significant new reporting requirements on large employers beginning with the 2015…
Affordable Care Act Fee Deadline Approaching
Affordable Care Act – Action required by November 15th By Jeffrey R. Spencer, CPA, Principal, Ciuni & Panichi, Inc. The Affordable Care Act imposes a $63 fee per enrollee on…
FSA Plans: Employers, Have You Amended Your Plans to Allow Rollover?
Health care Flexible Spending Accounts (FSAs) allow employees to redirect pretax income to an employer-sponsored benefit plan that pays, or reimburses them for, qualified medical expenses not covered by health…
Flexible Spending Accounts Must Be Amended by Year-End
Update Your Flexible Spending Account Now Health care Flexible Spending Accounts (FSAs) allow employees to redirect pretax income to an employer-sponsored plan that reimburses them for qualified medical expenses not…
Short-term ACA Relief Now Available for Midsize and Large Employers
Recently released IRS final regulations for the Affordable Care Act’s (ACA’s) employer shared-responsibility provision provide some short-term relief for midsize and large employers. Under the ACA, the shared-responsibility provision (commonly…
Retirement Planning: When to Increase Contributions
Should you Increase your Retirement Plan Contributions in 2014? It’s time to start thinking about 2014 retirement plan contributions. Contributing the maximum you’re allowed into an employer-sponsored defined contribution plan…