Michelle Marsh
The Plan Sponsors Guide to 2024 Mortality Tables
The Internal Revenue Service (IRS) has recently released the regulations on mortality tables for 2024. This has gained a lot of attention...
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Michelle Marsh
- Nov 1
Understanding DOL Cybersecurity Guidance: Best Practices for Retirement Plans
Take a closer look at understanding the DOL cybersecurity guidance and why cybersecurity is a critical component of retirement plans.
Michelle Marsh
- Oct 18
How to Prepare for a Retirement Plan Audit: Tips and Best Practices
Retirement plan audits are an essential part of maintaining compliance.. However, it's a daunting thought if you don't know what to expect.
Michelle Marsh
- Oct 4
Reminder: Extended Form 5500 Filing Due October 15th
The deadline for filing an extended Form 5500 is just around the corner. Make sure you're prepared for the October 15th due date.
Michelle Marsh
- Oct 1
The Importance of Recordkeeping for Plan Sponsors
Recordkeeping is the important act of managing all necessary documents for your retirement plan.
Michelle Marsh
- Sep 14
The 411 on Section 603: The New Catch-up Requirements You Need to Know
Section 603 of SECURE Act 2.0 has brought new catch-up requirements administrators need to be aware of.