Insights
PKF O’Connor Davies Announces 2024 Partner Promotions
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the promotion of 19 employees to leadership positions within the organization.
Employee Benefit Plans Alert – January 2024
Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for January 2024.
Employee Benefit Plans Alert – Winter 2023
Read insights from PKF O’Connor Davies on Employee Benefit Plan alerts for Winter 2023.
2024 Cost of Living Adjustments
Plan sponsors should review the cost-of-living adjustments (COLAs) to determine what changes need to be communicated to employees.
SECURE Act 2.0: Small Employer Pension Plan Start-Up Credits
The SECURE Act 2.0, signed by President Biden late last year, increased incentives to encourage small business owners to establish retirement plans, making changes to the start-up credit and adding the contribution credit.
IRS Proposed Rule: Forfeitures in Retirement Plans
The IRS released a proposed rule on the use and timing of forfeitures in retirement plans.
PKF O’Connor Davies Announces 2023 Partner and Director Promotions
PKF O’Connor Davies, one of the nation’s largest accounting, tax and advisory practices, today announced the promotion of 20 employees to leadership positions within the organization.
IRS Final Regulations: The Affordable Care Act (ACA)
Employers with 50 or more full-time employees (including full-time equivalent employees) in the previous year will be required to file the IRS Forms 1094-C and 1095-C (the Forms) for the 2022 calendar year.
Secure Act 2.0 – First Look at the Changes Affecting Retirement Plans
The long-awaited legislation intended to improve retirement plan savings opportunities for American workers was signed into law on December 29, 2022, as part of the Consolidated Appropriations Act of 2023.
Webinar Replay: Business Succession Strategies for Private Business Owners
Whether under consideration or underway, a business transition presents owners with weighty considerations. Planning is essential to sound succession; the […]
2023 Cost of Living Adjustments
Plan sponsors should review the cost of living adjustments (COLAs) to determine what, if any, changes need to be communicated to employees by means of orientation meetings and enrollment forms.
Changes to the 2021 Plan Year 5500
The Forms 5500/5500-SF/5500-EZ and Form instructions for the 2021 plan year were released by the Department of Labor (DOL), in conjunction with the Internal Revenue Service (IRS) and the Pension Benefit Guaranty Corporation (PBGC).