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As 2021 comes to an end, we are pleased to present our traditional End of Year Plan Sponsor “To Do” Lists. This year, we present our “To Do” Lists in four separate SW Benefits Updates....
Retirement plan sponsors have several avenues for getting help from the IRS with general questions, technical issues and corrections.
Rev. Proc. 2021-30 is the latest iteration of the IRS correction program – Employee Plans Compliance Resolution System ("EPCRS") – that enables plan sponsors and the retirement industry to sleep at night
The IRS has updated the Employee Plans Compliance Resolution System (EPCRS) with the release of Revenue Procedure 2021-30. The EPCRS is used to correct certain plan qualification...
CFP Board Names New D&I Director The Certified Financial Planner Board of Standards Inc. (CFP Board) has named Dawn Harris as its director of diversity and inclusion (D&I) for the Center for Financial Planning. In this newly created position, Harris will be responsible for advancing diversity and inclusion programs and growing the number of diverse CFP professionals within the financial planning profession. “CFP Board and the center are committed to advancing a culture of diversity and inclusion throughout the financial planning workforce,” says CFP Board CEO Kevin R. Keller. “Da...