New Rules Will Soon Require Employers to Annually Disclose Retirement Income to Employees

A new law was recently passed with a wide range of retirement plan changes for employers and individuals. One of the provisions of the SECURE Act involves a new requirement for employers that sponsor tax-favored defined contribution retirement plans that are subject to ERISA. Specifically, the law will require the benefit statements sent to plan […]
Help Protect Your Personal Information by Filing Your 2019 Tax Return Early

The IRS announced the 2019 individual income tax return filing season will open on January 27. Even if you typically don’t file until much closer to the April 15 deadline (or you file for an extension), consider filing as soon as you can this year. The reason: You can potentially protect yourself from tax identity […]