Preparing for Mandatory Lifetime Income Disclosures for DC Plans
As part of the overall movement toward financial wellness, Congress and the Department of Labor (DOL) are focused on giving retirees more visibility into how
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As part of the overall movement toward financial wellness, Congress and the Department of Labor (DOL) are focused on giving retirees more visibility into how
Every six years, the Internal Revenue Service (IRS) requires employers with qualified, pre-approved plans to restate their plan documents – reflecting changes that have occurred
By Tammy Ricciardella, CPA On August 12, 2021, the Office of Management and Budget (OMB) issued the 2021 Compliance Supplement (Supplement). The Supplement is effective
By Carla DeMartini, CPA What is the Provider Relief Fund? The Provider Relief Fund (PRF) is the federal program issued under the Coronavirus Aid, Relief,
Employers now have more flexibility in adding or amending safe harbor 401(k) or 403(b) plans, thanks to the 2019 Setting Every Community Up for Retirement
On April 14, the Department of Labor (DOL) outlined a range of practices for combatting the growing threat of cybercrime to ERISA-covered retirement plans. This
West Palm Beach, Fla. – August 3, 2021–Templeton & Company, a leading accounting and management advisory firm, has been selected as a Top 25 Accounting
West Palm Beach, Fla. – July 26, 2021 Templeton & Company, LLP is proud to be named a Top 300 Accounting Firm in the nation
By Tammy Ricciardella, CPA On Aug. 13, 2020, the Office of Management and Budget (OMB) issued Final Guidance on amendments to the OMB Guidance for
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