ARTICLE | April 30, 2024 Authored by RSM US LLP For more information, contact Vincent Pasini CPA at vpasini@dopkins.com. Executive summary: Distribution options Employers establish retirement plans to…read more

ARTICLE | February 15, 2024 Authored by RSM US LLP For more information, contact Vincent Pasini CPA at vpasini@dopkins.com. Executive summary: Significant new provisions available to qualified retirement…read more

ARTICLE | September 05, 2023 Authored by RSM US LLP For more information, contact: Teresa M. Majors, CPA  |  tmajors@dopkins.com Vincent Pasini, CPA  |  vpasini@dopkins.com…read more

ARTICLE | July 25, 2023 Authored by RSM US LLP For more information, contact Vincent Pasini CPA at vpasini@dopkins.com. Executive summary: Notice 2023-54 On July 14, 2023, the…read more

In March 2022, the U.S. House of Representatives approved the Securing a Strong Retirement Act. This legislation, which is pending approval by the Senate for…read more

On December 20, 2019 the SECURE Act was signed into law. One provision of the SECURE Act requires employers to offer long-term part-time employees eligibility…read more

Pooled Employer Plans (PEPs) were created by the SECURE Act, enacted in 2019. This new plan setup is meant to address certain issues in the…read more

In March 2022, the U.S. Department of Labor issued Compliance Assistance Release No. 2022-01 – 401(k) Plan Investments in “Cryptocurrencies” (Crypto Release).   According to the…read more

The IRS Employee Plans Compliance Resolution System (EPCRS) allows a plan sponsor to correct plan operational failures using three correction programs: Self- Correction Program (SCP),…read more

Published November 9, 2021 – In late 2019 and early 2020, Congress passed two pieces of legislation which affected retirement plans. These were the Setting…read more