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APR

2016

A Fresh Look at Your Form 5500 Filing

If your firm has a profit sharing plan, a 401(k) plan or some other tax-qualified retirement plan, then you have been given a Form 5500 to sign and file every year since your business adopted the plan.

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FEB

2015

Timing is Everything

For years now, we have been hearing from the Department of Labor (DOL) about the importance of depositing employee 401(k) deferrals and loan payments as quickly as possible.

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DEC

2014

Year-End Compliance Testing Overview

The end of the calendar year is fast approaching which means the plan year end for many qualified plans.

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FEB

2014

Boomerang Employees: Rehires and Retirement Plans

A boomerang employee (as we will use that name in this article) is, quite simply, one who leaves and then comes back to work…a rehire. As is so often the case, the retirement plan rules related to rehires are quite different than those that...

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APR

2013

When Good Loans go Bad

The economic environment of the last few years created financial challenges for individuals and businesses alike. Even though the worst of the recession appears to be behind us now, some of those financial challenges have had a ripple...

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DEC

2012

The IRS Meets Letterman

Anyone who has ever watched late night television is familiar with the ubiquitous Top 10 List, counting down humorous examples of whatever is in the news. Not to be upstaged, the IRS has its own Top 10 List—the top 10 plan compliance...

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JUN

2012

Fiduciary Fact or Fiction

The rules that govern the behavior of retirement plan fiduciaries are quite complex. Any time we are required to deal with complicated subject matter, things can get confusing, potentially leading to decisions based on a misunderstanding.

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APR

2012

The Final Fee Disclosure Regulations Have Arrived

Nearly five years in the making, the Department of Labor (DOL) has published its long-awaited plan sponsor fee disclosure regulations under ERISA section 408(b)(2). With these new regulations taking effect on July 1, 2012, plan sponsors...

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The articles linked on this page are authored by third-parties, not INTRUST Financial Corporation, its affiliates, or employees. This information is not meant as a guide to investing, or as a source of specific investment recommendation, and INTRUST Financial Corporation or its affiliates (“INTRUST”) make no implied or express recommendations concerning the manner in which any client’s account should or would be handled, as appropriate investment decisions depend upon the client’s investment objectives. The information in generate in nature and is not intended to be, and should not be construed as, legal or tax advice. In addition, the information is subject to change and, although based upon information that INTRUST considers reliable, is not guaranteed as to accuracy or completeness. INTRUST makes no warranties with regard to the information or results obtained by its use and disclaims any liability arising out of your use of, reliance on, the information.

The views expressed are those of the author, are subject to change and are not those of INTRUST Financial Corporation or its affiliates. Past performance is not guarantee of future results.

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