Blog Category
Employee Benefit Plan Audits
Does Your Benefit Plan Require An Audit Under New Guidance?
Form 5500 and Benefit Plan Audit Requirement Changes In February of 2023, the Department of Labor introduced new instructions for…
Does Your Employee Benefit Plan Require An Audit?
The Internal Revenue Service requires companies and nonprofit organizations with over 100 eligible employees, regardless of participation,…
Ways Employers Can Encourage Participation in Retirement Plans
Here are a few items worth considering to encourage employee…
Safe Harbor 401(K) Plans
Most employers offer a retirement plan to their employees. The most popular type of plan today is a 401(k) plan. This type of plan allows…
Common Issues in Retirement Plan Audits
If you are a retirement plan sponsor, you are likely aware of the many nuances that are important to understand. …
Employee Benefit Plan Audit Requirements
The Internal Revenue Service requires companies and nonprofit organizations with over 100 eligible employees, regardless of participation,…
Form 5500 Deadline: Is It Extended Due To Covid?
The questions from employers continue, as more and more standard employee benefit tasks come due. In a time when the novel coronavirus…
Designing Retirement Plans For Different Types of Investors
If your company sponsors a 401(k) or other retirement plan that requires participants to make investment choices, you face a challenge…
Tax Consequences of Borrowing From a Retirement Plan
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
Receiving a notice that the IRS is auditing an employee benefit plan is news that no employer wants to receive. If your company does…
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.