Investment Advisory Roundtable Recap
Recently, we hosted a spirited roundtable meeting with a select group of advisors who specialize in retirement plans....
$7,500 Raised at Golf Fundraiser
It was a great day for those who attended the Bob Ziegler Golf Outing Fundraiser on August 25th. The event included a...
Retirement FYIs
Americans are giving up their full retirement benefits because they are fearful of...
Deadline for CARES Act and SECURE Act Amendments Extended
The original due date of the CARES Act and SECURE Act amendments for qualified plans, other than governmental plans, was the last day of the first...
New Plan Year Checklist
Each year, a great deal of attention is paid to the upcoming year end work: census gathering, compliance testing, 5500s, oh my! But the year-end...
Help Us Congratulate Bobby Loeb
It is with great pride and excitement that we announce Bobby Loeb has been promoted to Principal. A role like this isn’t simply bestowed—it’s earned. Bobby’s commitment to Alliance, striving for excellence in everything we do, has helped our clients solve problems and achieve goals.
SECURE Act 2.0 – An Update On Potential Provisions
Many Americans struggle to save for retirement. Earlier this year the House of Representatives passed the Securing a Strong Retirement (SSR) Act,...
Q&A Corner
Q: I didn’t file my 12/31/21 plan year end Form 5500 by 7/31/22, now what? A: Contact your Form 5500 preparer! First, confirm whether or not an...
New IRS Pre-Examination Compliance Program Announced
In June 2022, the IRS began piloting a pre-examination retirement plan compliance program. This is beneficial to plan sponsors because it provides...
Form 5500 Insights
Every year, most employers file a Form 5500 for each qualified plan that they sponsor. The purpose of the Form 5500 is to provide required...
Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments
One of the questions asked by your TPA during the annual census collection may be whether your participant contributions and loan payments were...
New Information on Participant Statements: Lifetime Income Illustrations
If you sponsor a defined contribution retirement plan, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 now requires...
Save or Toss? Proper Plan Record Storage a Must!
As the year comes to a close, you may wonder what plan records must be kept and what items can be tossed. Historical plan records may need to be...
Deadline for CARES Act and SECURE Act Amendments Extended
The original due date of the CARES Act and SECURE Act amendments for qualified plans, other than governmental plans, was the last day of the first...
New Plan Year Checklist
Each year, a great deal of attention is paid to the upcoming year end work: census gathering, compliance testing, 5500s, oh my! But the year-end...
Help Us Congratulate Bobby Loeb
It is with great pride and excitement that we announce Bobby Loeb has been promoted to Principal. A role like this isn’t simply bestowed—it’s earned. Bobby’s commitment to Alliance, striving for excellence in everything we do, has helped our clients solve problems and achieve goals.
SECURE Act 2.0 – An Update On Potential Provisions
Many Americans struggle to save for retirement. Earlier this year the House of Representatives passed the Securing a Strong Retirement (SSR) Act,...
Q&A Corner
Q: I didn’t file my 12/31/21 plan year end Form 5500 by 7/31/22, now what? A: Contact your Form 5500 preparer! First, confirm whether or not an...
New IRS Pre-Examination Compliance Program Announced
In June 2022, the IRS began piloting a pre-examination retirement plan compliance program. This is beneficial to plan sponsors because it provides...
Form 5500 Insights
Every year, most employers file a Form 5500 for each qualified plan that they sponsor. The purpose of the Form 5500 is to provide required...
Timing of Deposits 401(k)/403(b) Deferrals and Loan Repayments
One of the questions asked by your TPA during the annual census collection may be whether your participant contributions and loan payments were...
New Information on Participant Statements: Lifetime Income Illustrations
If you sponsor a defined contribution retirement plan, the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 now requires...