Blog Archives

What to do if you owe taxes

I sat down with Mark Gruba at News 8 (WROC-TV) this morning to discuss your options if you owe money to the IRS. Check out my interview at http://www.rochesterfirst.com and be on the lookout for more interviews in the future.

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Posted in News

Employee Benefits Update: October/November 2015

This issue’s topics include: Be careful what you toss: Plan record retention requirements Year end notices: Staying on top of the requirements Survey says…Poll highlights what participants think they know When electronic disclosure isn’t enough under ERISA Click Here to Download

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Posted in Employee Benefit Plans

Employee Benefits Update: August/September 2015

This issue’s topics include: 401(k) rollovers: How rollovers to your plan can benefit everyone DOL reproposes ERISA fiduciary investment advice regulations Are you insured? Fiduciary liability insurance can help when problems arise Court finds that plan document trumps beneficiary designation

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Posted in Employee Benefit Plans

Employee Benefits Update: February/March 2015

This issue’s topics include: Navigating ERISA’s comprehensive plan document disclosure rules IRS checklist offers a convenient compliance self-checkup Who are functional fiduciaries? Appeals court holds service provider not a plan fiduciary 2014 vs. 2015 retirement plan limits Click Here to Download

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Posted in Employee Benefit Plans

Employee Benefits Update: Year End 2014

This issue’s topics include: What you need to know about ADP/ACP discrimination testing Are you offering a Roth 401(k) plan option yet? 401(k) plan automatic enrollment: A winning formula Help participants avoid an inappropriate IRA rollover Click Here to Download As

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Posted in Employee Benefit Plans

Employee Benefits Update: October/November 2014

This issue’s topics include: Target Date Funds and Fiduciary Duty: Examine your TDFs’ glide paths to ensure suitability ESOPs facing tougher scrutiny by regulators and courts Are your 401(k) plan administrative fees allocated equally? DOL sets 2015 regulatory agenda  

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Posted in Employee Benefit Plans