Employee Benefit Plans Alert | Winter 2022

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Employee Benefit Plans Alert

Winter 2022

By Louis F. LiBrandi, Principal and Anthony Bianchi, Tax Supervisor
 

This edition of Employee Benefit Alerts focuses on the following topics:

• Tax Exempt & Government Entities – Compliance Program and Priorities
• Determination Letter Program for 403(b) Plans
• DOL Voluntary Correction Program for Delinquent Contributions
• Required Amendment List for Qualified Plans
• PCORI Fee Updated for 2023 – Form 720
• ACA Tax Form Reminders
• Cafeteria Plans – Amendments Needed

The information presented is up-to-date and we hope you find it useful. Do not hesitate to contact us if you have any questions or need guidance.

Contact Us

The Employee Benefit Services Group at PKF O’Connor Davies is available to assist employers with all aspects of employee benefit plan compliance. For more information, please contact your client services partner or any of the following:

Timothy J. Desmond, CPA
Partner-in-Charge
Employee Benefit Services
[email protected] | 551.249.1728
 

Louis F. LiBrandi, EA, CEBS, ChFC, TGPC
Principal
Employee Benefit Services Group
[email protected] | 646.449.6327
 

Anthony Bianchi, CEBS
Tax Supervisor
Employee Benefit Services Group
[email protected] | 646.449.6385

Our Firm provides the information in this e-newsletter for general guidance only, and it does not constitute the provision of legal advice, tax advice, accounting services, or professional consulting of any kind.

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