Compliance | January 9th, 2026 IRS Publishes 2026 Guide to Fringe Benefits The One Big Beautiful Bill Act and 3 executive orders signed in 2025 helped shape this year’s edition.
Administration | November 6th, 2024 Another Trump Term May Change Tax Treatment of Retirement Plans From ESG investing in 401(k) plans to the solvency of Social Security, industry experts say the outcome of the election...
Products | November 19th, 2018 myStockOptions.com Updates Year-End Planning Web Page Employees with equity grants, employee stock purchase plans and company shares should be aware of effects from the Tax Cuts...
Administration | August 30th, 2018 Deadline Approaching for DB Plan Sponsors to Take Advantage of Tax Change “Tax reform has allowed plan sponsors to take advantage of a higher deduction. Doing so may mitigate the need for...
Compliance | July 6th, 2018 Tax Reform Change to Plan Loans Requires Updates to Documents The new law extends the time a participant has to repay loans from 60 days after an offset to the...
Administration | June 25th, 2018 Tax Reform, Other Factors Leading DB Plans to Increase Funding Nearly two-thirds (62%) of respondents to a survey say they are "very likely" to transfer some or all of their...
Administration | April 20th, 2018 DB Plans Accelerating Contributions Due to Tax Reform This enables corporations to expense their contributions at a higher tax rate, according to Cerulli.
Data and Research | February 12th, 2018 Many Employers Plan to Use Tax Breaks on Compensation, Benefits Of this group, 25% said they will increase their company match to the 401(k) plan.