Archives

Employee Benefit Plan

Designing Retirement Plans For Different Types of Investors

Posted on July 26, 2017

If your company sponsors a 401(k) or other retirement plan that requires participants to make investment choices, you face a…

Tax Consequences of Borrowing From a Retirement Plan

Posted on July 26, 2017

If your company has a qualified retirement plan or you have set one up in self employment -- such as a 401(k), profit-sharing, or…

Do Not Panic If You Receive A Benefit Plan Audit Notice

Posted on July 06, 2017

Receiving a notice that the IRS is auditing an employee benefit plan is news that no employer wants to receive. If your company…

Small Employers Get 7 Day Safe Harbor For 401(k) Deposits

Posted on June 29, 2017

Small employers* now have added certainty in knowing their time frame for transmitting employee 401(k) contributions to the plan.…

Avoid Costly Mistakes With a Review Of Plan Administration

Posted on May 23, 2017

Once annual enrollment has come and gone, it's a good time to brush up on some basic employee benefit plan requirements to help…

Retirement Plans Can Be Disqualified For Not Keeping Up With Changes

Posted on May 16, 2017

It's not unusual for the IRS to conduct audits of qualified employee benefit plans. Plan sponsors are expected to stay on top of…

Make Sure Workers And Managers Comply With HIPAA

Posted on May 10, 2017

Although HIPAA has been in place since the 1990s, many businesses are still having difficulty complying with parts of its laws. The…

Disclaimer: The information contained in Dulin, Ward & DeWald’s blog is provided for general educational purposes only and should not be construed as financial or legal advice on any subject matter. Before taking any action based on this information, we strongly encourage you to consult competent legal, accounting or other professional advice about your specific situation. Questions on blog posts may be submitted to your DWD representative.

"Carrie does an excellent job every year presenting the audit to the Board of Directors.  She clearly communicates relevant information and action items we can take as a Board.  Through her…"

Heather Schoegler, Board Member of Ronald McDonald House