When It’s Time to Take Money Out of Retirement Plans

The term "distributions" refers to money withdrawn from a retirement plan. Generally, traditional IRA and 401(k) account holders are eligible to take penalty-free distributions at age 59 1/2, but the IRS doesn't require distributions until you turn 70 1/2. People [...]

By |2018-08-28T20:37:28+00:00August 28th, 2018|Categories: Blog, Estate & Trust, Tax|Tags: , , |0 Comments

2 tax law changes that may affect your business’s 401(k) plan

When you think about recent tax law changes and your business, you’re probably thinking about the new 20% pass-through deduction for qualified business income or the enhancements to depreciation-related breaks. Or you may be contemplating the reduction or elimination [...]

By |2018-06-11T12:51:29+00:00June 11th, 2018|Categories: Blog|Tags: , |0 Comments

Minimally Invasive: Eight Keys to a Painless 401(k) Audit

At Sensiba San Filippo (SSF), we perform many employee benefit plan audits annually, serving clients across throughout California. For many organizations an annual 401(k) audit is a necessity. If you’ve ever been involved with an employee benefit plan audit [...]

By |2017-06-23T15:06:33+00:00April 23rd, 2012|Categories: Audit, Blog, Employee 401(k), Kevin Strain|Tags: , , , |0 Comments