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Wednesday, March 24, 2021

Plan documents are drafted based on laws and regulations set forth by Congress, the Treasury Department (IRS), and the Department of Labor. As those laws and regulations change, qualified plan documents must be updated...

Thursday, May 2, 2019

April 15 has safely passed, which means that tax season is officially over. This tax season was a little more exciting than usual because we finally got a chance to see how the Tax Cuts & Jobs Act plays out in each of our own personal...

Friday, April 27, 2018

The passage of the Tax Cuts & Jobs Act at the end of 2017 brought with it changes that will affect all Americans, from individual taxpayers to corporations and retirement plan sponsors. Here are the key changes that you need to be...

Saturday, March 17, 2018

March 15 was a big day for your clients that sponsor 401(k) plans. It is the deadline for them to complete their Actual Deferral Percentage test. Unfortunately, the results of this test can upset retirement planning for highly...

Wednesday, January 24, 2018

The tax reform bill that went into effect on January 1, 2018 has gotten a lot of attention lately. Everyone wants to know how it will affect them and whether or not it will benefit their bottom line. Plan sponsors and business owners...

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Saturday, January 20, 2018

We're hiring experienced Pension Consultants in new territories! Do you know someone who has demonstrated success in the retirement plan industry? Invite them to apply today to join the Farmer & Betts team!

Tuesday, November 28, 2017

Thank You for a Great 2017! We appreciate your business and the trust you've put in Farmer & Betts over the past year. It's been a pleasure working with you and we look forward to a prosperous and bright 2018! We hope you and your...

Wednesday, August 2, 2017

Have your clients outgrown their SIMPLE IRA? The deadline to replace a SIMPLE IRA with a 401(k) profit sharing plan for 2018 is November 2, 2017. A SIMPLE (Savings Incentive Match PLan for Employees) IRA is ideal for employers with...

Wednesday, May 3, 2017

The Farmer & Betts team is thrilled to welcome two new Pension Consultants to the team, Gayle Sheeder in Miami and Sally Stresnak in Chicago! Both Gayle and Sally have extensive experience in the retirement planning industry and bring...

Tuesday, March 14, 2017

Retirement savings are a hot topic these days, with the general consensus being that people are not saving enough. However, statistics show that about four-in-five private-sector employees have access to retirement plans at work and...

Tuesday, October 11, 2016

Thanks for being a part of the Farmer & Betts family. Our company consistently focuses on the quality and value of our service, and we are grateful for the many advisors and accountants who have entrusted us with their clients. Our...

Sunday, May 1, 2016

April 30, 2016, was the IRS deadline for employers to restate their 401(k), profit-sharing, or other defined contribution (not including 403(b) plans) retirement plans. Failure to comply with new regulations could result in significant...

Monday, February 1, 2016

IRS Clarifies Mid-Year Amendment Guidelines for Safe Harbor 401(k) Plans: Plan sponsors now face less uncertainty and fear of losing their safe harbor status for 401(k) plans when making mid-year amendments. The IRS recently issued a...

Sunday, November 1, 2015

Do Your Clients Need to Defer More? High earners and Baby Boomers nearing retirement often need to defer more of their income than a 401(k) will allow. For those who have already hit the 401(k) contribution limit, there is still time...

Tuesday, September 1, 2015

The deadline to replace a SIMPLE IRA with a 401(k) profit sharing plan is November 2. A SIMPLE (Savings Incentive Match Plan for Employees) IRA is ideal for employers with fewer than 100 employees and without another retirement plan....