Services

Industries

Trending Topics

 

Employee Benefit Plans Resources

Preparing for Mandatory Lifetime Income Disclosures for ERISA Defined Contribution Plans
May 26, 2021 Preparing for Mandatory Lifetime Income Disclosures for ... As part of the overall movement toward financial wellness, Congress and the Department of Labor (DOL) …
Read more
Steps to Consider to Locate Missing or Nonresponsive Retirement Plan Participants
May 26, 2021 Steps to Consider to Locate Missing or Nonresponsive ... When workers change jobs and relocate, plan sponsors face several challenges, including locating former …
Read more
Strengthening Women’s Financial Wellness in the Wake of the Pandemic
April 6, 2021 Strengthening Women’s Financial Wellness in the Wake of the ... While nearly everyone has been affected by the COVID-19 pandemic, the economic impact has been …
Read more
Trout CPA Logo
March 17, 2021 Correcting Potential Errors Relating to Cares Act Loans During the first year of the COVID-19 pandemic, Congress provided plan sponsors with a broad toolkit to …
Read more
FAQS for Plan Sponsors and Employees on CARES Act Relief
March 1, 2021 FAQS for Plan Sponsors and Employees on CARES Act Relief The Coronavirus Aid, Relief and Economic Security (CARES) Act was a rapid response by the federal …
Read more
The Long-Term Impact of CARES Act Loans & Distributions on Retirement Savings
February 10, 2021 The Long-Term Impact of CARES Act Loans & Distributions on ... The Coronavirus Aid, Relief and Economic Security (CARES) Act allowed plan sponsors to relax loan and …
Read more
Partial Employee Benefit Plan Terminations and COVID-Related Relief
January 13, 2021 Partial Employee Benefit Plan Terminations and ... Plan sponsors have a fiduciary obligation to follow the plan document. Qualified plans include in the …
Read more
Benefits Outlook for 2021: Telehealth, Mental Health, Digital Communications
January 6, 2021 Benefits Outlook for 2021: Telehealth, Mental Health, ... The year 2020 was notable for the COVID-19 pandemic changing not only how and where people work, but …
Read more
Year-End 2020 May Not Be The “Same as Last Year” For Payroll Taxes and Compensation and Benefits
December 10, 2020 Year-End 2020 May Not Be The “Same as Last Year” For ... As 2020 draws to a close, we would like to remind you that this year-end may not be the same as 2019 …
Read more
How to Document Late 401(K) Plan Deposits Due To COVID-19
November 11, 2020 How to Document Late 401(K) Plan Deposits Due To COVID-19 Plan sponsors have a fiduciary obligation to ensure that participant 401(k) contributions (including …
Read more
Trout CPA Logo
November 11, 2020 2021 Cost-Of-Living Adjustments for Qualified Retirement ... The government’s annual cost-of-living adjustments (COLA) for 2021 have been announced by the Internal …
Read more
IRS Delivers Temporary Midyear Relief To 401(K) & 403(B) Safe Harbor Plans
August 14, 2020 IRS Delivers Temporary Midyear Relief To 401(K) & 403(B) ... Download PDF Plan sponsors that have already or are considering reducing or suspending contributions to …
Read more
Previous Next

Now Trending

Let's start a conversation!

We would be happy to discuss how Trout CPA can help with your specific needs.
photo of accountant shaking hands with a business owner