Insights: Newsletter

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.

Review the Summer 2022 Edition of Benefit Insights to learn more about the important 2022 deadlines and Form 5500 insights.

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 inflation that hasn’t been seen in years, rising fuel and energy prices, and general uncertainty around global security and the global economy.

Check out the 2021 Annual Report, "Inside Out," to see how we focused on what changes we should make from the inside out to better serve our clients and communities and give our employees challenging and fulfilling experiences.

In this edition, we discuss important 2022 deadlines, including Cycle 3 restatements, 401(k) plans for long-term part-time employees, and navigating the labyrinth of required minimum distributions.

The cost of living adjustments were just announced by the IRS and it affects the dollar limitations for retirement plans. Read this edition of Benefit Insights to learn more.

Review the latest from the Fall 2021 edition of Plain & Simple.

The COVID pandemic is having a lasting effect on businesses. More companies are turning to virtual business environments, including hiring remote workers, and with these changes come a variety of tax implications. Businesses are also finding it challenging to attract and retain employees. In this edition of The Rea Report, we explore these topics and provide insight to help businesses think through these issues and more.

The Summer 2021 edition of Plain & Simple is out. Read what's inside and even view the publication online!

What lessons have you learned over the last year? Read this edition of The Rea Report to discover what some business leaders took away from the COVID crisis.