Plain & Simple | Spring 2022

Plain & Simple | Spring 2022

Bright Business Insights For Owners This Spring 2022 Reflecting on our previous issue of Plain & Simple, a lot of the issues people were dealing with last Fall still remain true, including labor shortages and supply chain issues. Only now we’ve also added...
Benefit Insights Newsletter | Summer 2022

Benefit Insights Newsletter | Summer 2022

Every year, most employers file a Form 5500 for each qualified plan that they sponsor. The purpose of the Form 5500 is to provide required information for the Department of Labor (DOL), but it can also provide valuable insight to the plan sponsor. In this edition of...
Benefit Insights Newsletter | Fall 2022

Benefit Insights Newsletter | Fall 2022

In this edition, we discuss the new IRS Cost of Living Adjustments for 2023, proper plan record storage, new plan year checklist, deadline extension for the CARES Act and SECURE Act Amendments, and important 2022 deadlines. What’s Inside This Edition Of Benefit...
Plain & Simple | Winter 2023

Plain & Simple | Winter 2023

Bright Business Insights For Owners This Winter 2023 As you gear up for business in 2023, take a look at recent history to understand the changes and challenges businesses have faced: Inflation, supply chain interruptions and delays, rising interest rates, the threat...
Benefit Insights Newsletter | Winter 2023

Benefit Insights Newsletter | Winter 2023

What’s Inside This Edition Of Benefit Insights? The effective date of enactment for SECURE 2.0 Act of 2022 Details on effective for Plan years beginning on or after 1/1/23, 1/1/24, and 1/1/25 for SECURE 2.0 Year-End Data Requests Action items for SECURE 2.0 coming...