Webinar
Dialogues with Definiti: Valuable Conversations
When designing a successful retirement plan, it’s important to consider certain features including Qualified Automatic Contribution Arrangements (QACAs), coverage requirements and after-tax contributions.
Dialogues with Definiti: What to Expect When You’re Not Expecting an IRS/DOL Audit
The IRS has published their compliance program and priorities for 2021, which outlines some of the red flag issues that could trigger a retirement plan audit. Simply waiting for the dreaded audit letter to arrive isn’t a smart strategy. Take steps now to be ready for an audit even when you don’t expect one.
Dialogues with Definiti: 401(k) + CB = The Ultimate Combo
A cash balance plan can increase an employer’s contribution significantly when combined with a 401(k). In some instances, the two plans side-by-side are an ideal design. This ultimate plan combo allows a plan sponsor to take advantage of flexible plan design — both for the cash balance and 401(k) plan — and make higher participant contributions while enjoying a tax-sheltered strategy.
Preparing for Interim Amendments
Register to attend our free, online webinar on Thursday, May 26th at 12:00 p.m. CT to learn what’s coming next. Brooke K. Cozort, ERISA Attorney at Definiti, will detail the provisions and plan changes included in this interim amendment.
