COMPLIANCE ALERT

Upcoming compliance deadlines: 12/31   Deadline for making required minimum distributions for 2018 12/31   Deadline for making corrective distributions for failed 2017 actual deferral percentage (ADP) and actual contribution percentage (ACP) tests with a 10% excise...

COMPLIANCE ALERT

Upcoming compliance deadlines: 10/1     First day to distribute qualified default investment alternative (QDIA), safe harbor, and automatic contribution arrangement annual notices to plan participants (no earlier than today) 10/1     Deadline for establishing a new...