IRS Strategic Focus Area: Small Exempt Organizations that Sponsor Retirement Plans
As part of its 2023 strategic goals, the IRS plans to review retirement plans of small exempt organizations to determine whether the plan investments are properly administered, whether there are any party-in-interest transactions in the plan trust, and whether any participant loans violate Internal Revenue Code (IRC) Section 72(p). In this webcast, recorded April 2023 […]
Understanding Secure 2.0, and how it Affects Plan Sponsors
SECURE 2.0—so-called because it builds on the Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019—is legislation designed to substantially improve retirement savings accounts, including 401(k)s and 403(b)s, in the U.S. There’s a host of provisions in the bill and in this webcast, recorded April 2023 at AAFCPAs’ Nonprofit Educational Seminar. AAFCPAs’ Employee […]
What Fiduciaries Need to Know about Administering Employee Benefit Plans
In this webcast, recorded April 2022 at AAFCPAs’ Nonprofit Educational Seminar, leaders in AAFCPAs’ Employee Benefit Plan Audit & Consulting practice, Shawn Huxley and Davide Villani, provide attendees with what they need to know about their obligations to provide promised benefits and to satisfy ERISA’s requirements for managing and administering private retirement and welfare plans. This includes an […]
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