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DOL Expands Options for Small Business Retirement Plans

The U.S. Department of Labor (DOL) released a final rule that facilitates the provision of small business employee retirement plans. According to the DOL, this rule will allow more small and midsize unrelated businesses to join multiple employer plans (MEPs) and provide their employees with a…

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ESOPs: Think Outside the Retirement Planning Box

An Employee Stock Ownership Plan (ESOP) is a type of retirement plan that invests primarily in a company’s own stock. ESOPs are popular among manufacturers and distributors because their employees can directly affect profits and productivity.

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How to Meet Audit Requirements of the ERISA

Employer-sponsors must include a financial statement audit for certain types of plans, when filing the Form 5500 annual report for employee benefit plans that is required under the Employee Retirement Income Security Act (ERISA).

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