by Krystal Kowall, CPA | Audit
In Summary Form 5500 updates for 2023, driven by the SECURE Act, introduce a Defined Contribution Group (DCG) arrangement for consolidated filing by multiple plans meeting specific criteria, though an annual plan audit is still required for large plans. The change in... 
by Krystal Kowall, CPA | Audit
Denver companies that offer 401(k), 403(b) and other retirement plans will soon be required to comply with new hardship distribution rules. In September, the IRS issued final regulations which make it easier for plan participants to receive such distributions when the...