Current News Articles
The retirement plan industry is always changing. Sometimes these changes provide new opportunities for plan design and sometimes they require amending a plan document. Whether you have a 401(k) plan, a cross-tested plan, a defined benefit plan or some other combination, we'll let you know which changes matter to you and what you need to do about them.
New Fee Disclsoure Rules
Several years ago, the Department of Labor (DOL) began an initiative to ensure that information about retirement plan...
posted 2012-05-15
Form 8955-SSA Deadline is Fast Approaching
The Internal Revenue Service (IRS) in coordination with the Social Security Administration (SSA) has developed Form 8955-SSA which...
posted 2011-12-09
2012 IRS Plan Limits Announced
Randall & Hurley is dedicated to providing our clients with timely information as made available by the Internal Revenue...
posted 2011-10-20
The Importance of an ERISA Fidelity Bond
The IRS has completed an audit project that showed the most common violation by Plan Sponsors is failure...
posted 2011-08-01
Important Reminders for Plan Sponsors
Because many of our plans utilize a 12/31 plan year end date, we'd like to remind you of...
posted 2010-11-15
Roth "In-Plan" Conversions Provide Flexibility in Income Tax Planning
As made available through the recently enacted "Small Business Jobs Act of 2010," a 401(k) or 403(b) plan...
posted 2010-10-31
New Fee Disclosure Rules
Note: This is not the most recent article in the series. Please return to our Newsroom for current information.
posted 2010-08-06
Final Ruling on Safe Harbor for Depositing Contributions
The Department of Labor announced the publication of a final rule to protect employee contributions deposited to retirement...
posted 2010-03-12
New Limits on Saver's Credit
The IRS has recently changed the limits for employees wishing to use the Tax Saver's Credit.
posted 2010-01-25
Electronic Form 5500 Filing
Update on 5/13/2010: The DOL will now allow plan sponsors to authorize service providers (like Randall & Hurley)...
posted 2010-01-01
Convert to a Roth IRA
Do you want to rollover and convert your non-Roth retirement plan account or IRA into a Roth IRA?...
posted 2009-12-15
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