IRS Tips for Pre-Approved Retirement Plans

 

In the latest edition of Retirement News for Employers (available at www.irs.gov/pub/irs-tege/rne_win11.pdf ), the IRS reminds employers of their responsibilities concerning pre-approved plans that have been purchased. The tips include questions to ask with respect to service agreements, understanding the features chosen in adoption agreements, communicating with the plan sponsor and administrator, coordinating with the employer's payroll processor, and periodic reviews of the plan. Additional tools and resources can be found at www.irs.gov/retirement .

Have questions? I’m here to help.

Categories
Accounting and Tax Services Litigation Support Managed Care Consulting Managed Care Contract Negotiations Medical Practice and Healthcare Entity Valuation Medical Practice Assessment Medical Practice Brokerage Medical Practice Embezzlement Consulting Medical Practice Management Medical Practice Merger Advice Medical Strategic Planning Newsletter Personal Financial Planning Oversight Physician Compensation Models Physician Compliance Physician Financial Management Services Retirement Uncategorized
About Reed Tinsley, CPA

As a top advisor to physicians, I help increase practice profits by delivering hands-on, expert medical accounting/tax support, practice counsel, and revenue-building strategies. Read More >

Reed Tinsley, CPA for Physicians