Tag Archives: Retirement Plan Administration
Required Minimum Distributions Update
Required minimum distributions (RMDs) are the minimum amounts that must be withdrawn from retirement accounts [...]
Feb
IRS Extends Amendment Deadlines for CARES and SECURE Acts
The Internal Revenue Service (IRS) released Notice 2022-33, giving retirement plan sponsors a three-year extension to adopt [...]
Aug
Cycle 3 Plan Restatement Reminder
Approximately every six years, the IRS requires most company-sponsored retirement plans to update their plan [...]
Jul
Retroactive Retirement Plan Adoption for New Qualified Plans Under the SECURE Act
The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 and the Internal [...]
Jul
Retirement Fiduciary Calendar for 2021
TRI-AD seeks to make it fast, simple, and easy for our clients to keep their [...]
Jan
IRS Finalizes Life Expectancy Table Changes Affecting Required Minimum Distributions
Many employer-sponsored retirement plans, such as profit-sharing plans, 401(k) plans, 403(b) plans, 457(b), and defined [...]
Nov
Correcting Mistakes
With all the rigorous rules surrounding qualified retirement plans and the minutiae associated with administering [...]
Sep