Employee Benefit Plans
Employee Benefit Plans Articles
Don’t Forget About the ADP/ACP Testing Deadline
As we kickoff the New Year, Plan Sponsors should be aware of the important Actual Deferral Percentage (ADP) and...
Employee Benefit Plans Brochures
Employee Benefit Plan
Employee Benefit Plans Videos
Benefit Plan Changes
Employee Benefit Plans Articles
Retirement Plan Increases in 2022
The Internal Revenue Service (IRS) has announced that the amount individuals can contribute to their 401(k), 403(b), most 457...
Employee Benefit Plans Videos
Qualified IRA Charitable Contributions
Employee Benefit Plans Articles
Retirement Plan Startup Costs Tax Credit
An overview The SECURE Act, which was signed into law on December 20, 2019, made many significant retirement plan...
Employee Benefit Plans Videos
Pooled Employer Plans
Employee Benefit Plans Articles
Retirement Plan Modifications for Disaster-Related Distributions
The Consolidated Appropriations Act 2021 Includes Retirement Plan Modifications for Disaster-Related Distributions The lengthy Consolidated Appropriations Act, 2021 (comprised...
Employee Benefit Plans Articles
Integration of an Employee Benefit Plan During a Merger
From global, publicly-owned corporations to privately-held, mid-size owner-operated businesses, today’s economic landscape encourages merger and acquisition (M&A) activities more...
Employee Benefit Plans Articles
What is an ESOP: What Are the Advantages and Disadvantages?
Let’s define ESOP! ESOP is an acronym that stands for Employee Stock Ownership Plan, a strategy established in 1974...
Employee Benefit Plans Articles
Current Developments in Employee Benefits and Compensation
Sobel & Co.’s Employee Benefit Plan Practice is sending you this summary of recent Internal Revenue Service (IRS) changes...
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Recordkeeping for Retirement Plans