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    intac_admin

    Knowing when and how to arrange for an audit of a plan’s financial statements is an important responsibility for plan sponsors. Though some sponsors see audits simply as a necessary expense, a good auditor can be a useful resource in helping to keep the plan “IRS ready” (i.e., compliant with plan provisions and applicable tax […]



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    Here is the latest edition of the INTAC Insider: Boomerang Employees – Rehires and Retirement Plans. Every other month, the Insider brings you the latest latest industry news and trends taking place in the retirement planning world. We also give you a glance at what is happening behind the scenes at here at INTAC. To view […]


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    intac_admin

    Nobody’s perfect. But in the world of retirement planning, compliance rules and regulations, the IRS will surely make you accountable for your imperfections. In the article below, we found a prime example of how important it is to keep an eagle’s eye on the letter of the tax law pertaining to IRA rollovers. Where there are […]


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    intac_admin

    It’s the talk of the town (actually, the nation) ever since President Obama’s recent State of the Union address. Obama introduced the myRA plan, short for “my retirement account, as a vehicle to encourages workers, within a certain income bracket, to save for retirement. Many are weighing in on this topic – below is an article we […]


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    intac_admin

    We found this timely article on the Employee Benefit News website (ebn.com) regarding determining whether it makes sense for plan sponsors to re-enroll all of their participants into their Qualified Default Investment Alternative funds. The article link below provides five reasons why a number of employers re-enroll all participants into their QDIA default funds (typically target-date funds) each […]


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    intac_admin

    Here is a helpful resource, provided by ING, for employers to monitor compliance over the plan and calendar year. This comprehensive chart details the key annual events which must occur within a specific deadline. Feel free to print it out and refer to it throughout the year! 2014 Annual Plan Deadline Chart This entry was posted […]



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    intac_admin

    We are always on the lookout for what new developments are happening in the industry. Not just relating to constant rule and regulation changes by the DOL, but we do our best to anticipate what will be on the minds of business owners and participants in terms of planning for retirement. Here is what we found on the […]