Please click below to access some of our previous Tips.
Update to John Hancock's Loan and Withdrawal Forms - July 5, 2023Give your Retirement Plan a Check-up before the IRS does - June 30, 2022Long-Term Part-Time Employees - April 7, 2021Missing Participants and Uncashed Checks - March 18, 2021UPDATED CARES Act - July 17, 2020DOL Final Rules for Electronic Retirement Plan Disclosures - June 12, 2020SAMPLE Initial Notice for Electronic DeliveryCARES Act - March 31, 2020Prime Rate Change - updated periodically, last updated May 4, 2023 - February 18, 2020Plan Documents and Record Retention - August 6, 2018Bonus Compensation and Taxable Wage Base Change - December 8, 2017A few tips for every day Retirement Plan Administration - October 5, 2015; updated annuallyCost of Living - November 13, 2015Update on United States v. Windsor ("DOMA") - July 24, 2015 ShareFile Switch - November, 2013
The Paragon Alliance Group
300 Harleysville Pike
Souderton, PA 18964
Phone: (215) 703-0844
Fax: (215) 723-1265
