I think the Solo 401(k) plan is one of the great treats for sole proprietors. I have been using it for years. The problem is that there is so little help, that sponsors of these plans fall into a trap ...

When you own a business, attracting and keeping competent employees is a challenge, and frequently the benefits you are able to offer make the difference. If you decide to offer a 401k plan, there are ...

Retirement plan sponsors can outsource much of the work involved in filling out and filing annual Form 5500s, but they’re still responsible for the results. Linda Fisher, who owns and operates Linda T ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...

Human resource departments and plan sponsors are very familiar with the Form 5500. Regardless of size, retirement plans governed by the Employee Retirement Income Security Act are subject to annual ...

The best retirement plan for a business trader is a defined-contribution employer 401(k), as this plan allows up to a maximum tax-deductible contribution of $53,000 ($59,000 if age 50 and over) based ...

The Form 5500 is a foundational document for all qualified retirement plan clients; advisers can expect the document to be shared among regulators for potential review. Every retirement plan, ...

Potentially millions more long-term, part-time employees are now eligible to join 401(k) retirement plans, thanks to recent legislation, and there's a new method of counting defined contribution ...

The IRS recently added new questions to the 2015 Form 5500/5500-SF annual retirement plan returns. The Form 5500-Series returns are used by retirement plans to report the financial condition, ...