Forfeiture Accounts: Not Just Another Participant in Your 401(K) Plan
January 1st was the start of a new plan year and for many employee benefit plans and those charged with governance may take the first quarter...
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IRS Issues Private Ruling on Student Loan Benefit Under 401(k) Plan
By: Cindy Love, CPA A private letter ruling released on Aug 17, 2018 by the Internal Revenue Service signals its willingness to allow companies...
Read moreRetirement Plans and Cybersecurity
Technology makes up a large part of our life, and with that comes an increased cybersecurity threat. With $28 trillion dollars held in...
Read moreReviewing Retirement Plans
by Niki Stehlik Many business owners do not realize the importance of reviewing their employee retirement plan annually to reduce any risk of...
Read moreSubstantiation of Hardship Distributions
Contributed by Mary Espinosa The IRS recently issued two memorandums to its employee plan examiners indicating it is permissible for 401(k)...
Read moreEmployee Benefit Plan Newsletter
For over 10 years, HBE has been a member of BDO Alliance USA, a nationwide association of independently owned local and regional accounting and...
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