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Make sure your 401(k) retirement plan is compliant

This article shares a list of questions on common errors found in 401(k) retirement plan operations. Is your employee retirement plan compliant?

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ESOPs Offer Business Owners Tax-Efficient Exit Strategy

An employee stock ownership plan (ESOP) can help owners of closely held corporations who are approaching retirement age balance conflicting goals. This article talks about potential tax and other benefits of ESOPs.

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Avoid Tax Problems Triggered by Retirement Plan Disqualification

Don’t let IRS uncover compliance errors and disqualify your employee retirement plan. Here are some tips to avoid retirement plan disqualification.

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Correcting Retirement Plan Errors

The Department of Labor (DOL) and Internal Revenue Service (IRS) have established programs intended to encourage sponsors to voluntarily correct plan failures before facing an audit.

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Audit Risk – Do you know who is performing your plan’s audit?

In November 2015, many plan sponsors received an email from the Department of Labor (DOL) about selecting and monitoring a plan auditor.