Reading Time: 3 minutes The Securing a Strong Retirement Act of 2022, often referred to as SECURE 2.0, passed the U.S. House of Representatives on March 29, 2022, and is on its way to the Senate. The bipartisan legislation put forward by Kevin Brady (R-TX) and...
Reading Time: 3 minutes Managing an employee benefit plan is a challenging task that often requires the services of third-party providers. For many, this may include investment advisors, Third Party Administrators (TPA), plan custodians, and recordkeeping. While they...
Reading Time: 2 minutes The Consolidated Appropriations Act, 2021 (CAA), which was signed into law on December 27, 2020, includes a temporary rule providing COVID-related relief from certain partial plan terminations. The relief provision in the CAA is in Division...
Reading Time: 3 minutes The impact of COVID-19 containment efforts has left many Dallas and Houston businesses relying on technology to manage employees, connect with vendors/suppliers, and generate new opportunities with customers. The use of platforms such as Zoom,...
Reading Time: 2 minutes COVID-19 Benefit Plan Opportunities The Pension Benefit Guaranty Corporation (PBGC) announced the IRS has extended deadlines for upcoming premium payments and other filings with the agency. This extension only applies to filings due before July...
Reading Time: 5 minutes COVID-19 Benefit Plan Opportunities The CARES Act includes retirement-based provisions which ease retirement plan hardship and loan regulations in order to make retirement funds available to individuals impacted by the pandemic. The final bill...
Reading Time: 4 minutes For many Texas companies a 401(k), 403(b) or other retirement plan is a benefit that employees and recruits have come to expect. When combined with an employer match option, which many of these plans feature, it creates a powerful retirement...
Reading Time: 3 minutes The July 31 Form 5500 filing deadline for employee benefit plans will be here before you know it. To avoid late fees and penalties, it’s important for plan sponsors to understand the compliance rules that trigger the audit requirement before...
