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Retirement Plans and the New SECURE 2.0 Act

After months of discussion, Congress has officially passed the SECURE 2.0 Act of 2022. The SECURE 2.0 Act aims to make it easier for Americans to save while also encourages small businesses to adopt retirement plans. Denise Woods summarizes everything you…
By: Denise Woods On December 29, 2022, Congress passed the long-awaited SECURE 2.0 Act of 2022 (SECURE 2.0 or the Act).  While SECURE 2.0 aims to make it easier for… https://www.weinsteinspira.com/blog/2023/01/retirement-plans-and-new-secure-20-act/

9 Creative Ways to Increase Retirement Plan Participation

How can you provide information and gain trust to increase retirement plan participation? Check out Denise’s top ideas to grow employee enrollment.
By Denise Woods Companies that offer retirement plans know how hard it is to incentivize people to take complete advantage of this benefit. The hesitancy could be due to a… https://www.weinsteinspira.com/blog/2021/11/9-creative-ways-increase-retirement-plan-participation/

The Impact of the CARES Act on Retirement Plans

The CARES Act provides financial relief to individuals and business impacted by the COVID-19 pandemic and contains several provisions that affect retirement plans.
The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) became law on March 27, 2020.  The CARES Act provides financial relief to individuals and businesses… https://www.weinsteinspira.com/blog/2020/04/impact-cares-act-retirement-plans/

5 Common Myths About Employee Benefit Plan Audits

“If you treat the EBP auditors nice, they will never want to leave.” This and other myths cleared up by employee benefit plan audit guru, Denise Woods.
By Denise Woods In my 23 years of auditing Employee Benefit Plans (EBPs), I have found there to be several misconceptions surrounding the EBP audit process. In this article, I… https://www.weinsteinspira.com/blog/2019/01/5-common-myths-about-employee-benefit-plan-audits/

Three Months Out: Employee Benefit Plan Audit Best Practices to Avoid a Last-Minute Fire Drill

Are you behind the benefit plan audit eight ball? With the July 31st Form 5500 filing deadline fast approaching, are you missing your company’s audit report to attach to the filing? Perhaps you didn’t realize your company had an audit requirement or maybe…
Are you behind the benefit plan audit eight ball? With the July 31st Form 5500 filing deadline fast approaching, are you missing your company’s audit report to attach to the… https://www.weinsteinspira.com/blog/2017/07/three-months-out-employee-benefit-plan-audit-best-practices-avoid-last-minute-fire-drill/