Tag Archives: 401 k plan audit

Podcast – BPB Knows Secure Act 2.0 Changes for Benefit Plan Sponsors

Posted on September 05, 2024 by Melissa Fleitas

In this episode, employee benefit plan audit expert Melissa Fleitas explains some of the changes plan sponsors will need to comply with in the next few years.

401(k) Plan Sponsors Get More Time to Adopt Amendments by Melissa Fleitas, CPA

Posted on September 20, 2022 by Melissa Fleitas

Under recent guidance issued by the IRS, retirement plans, including 401(k)s, certain 403(b) plans and individual retirement accounts (IRAs), have additional time to adopt required amendments incorporating new legislation introduced in 2019 and 2020. The new deadline for non-governmental calendar-year plans to adopt these amendments has been postponed from December 31, 2022, to December 31, […]

Berkowitz Pollack Brant

Berkowitz Pollack Brant has cultivated a diverse client base that includes companies of all sizes. Our clients range from start-ups to long-standing national and international entities, including real estate developers and owners, not-for-profit organizations, healthcare entities, trusts and partnerships, and closely held businesses.

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